RRSVX Mutual Fund

RRSVX Mutual Fund

NAV$15.44
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Returns Overview

1 Month
+6.34%
3 Months
+10.95%
6 Months
+2.36%
YTD
+0.06%
1 Year
-2.51%
3 Years (annualized)
+8.26%
5 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRSVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+0.06%
Peer Avg (YTD)
+4.49%
vs Peers
-4.42%

RRSVX Mutual Fund Performance

RRSVX performance across multiple time periods: 1-month 6.34%, YTD 0.06%, 1-year -2.51%, 3-year 8.26%, 5-year 10.44%.

RRSVX returns trail the peer average of 4.49% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

RRSVX vs another fund shows side-by-side returns. RRSVX alternatives are available in the Mutual Fund Screener.