RSFCX Mutual Fund

RSFCX Mutual Fund

NAV$7.81
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Returns Overview

1 Month
+1.14%
3 Months
+1.14%
6 Months
+4.89%
YTD
+3.39%
1 Year
+6.10%
3 Years (annualized)
+6.08%
5 Years (annualized)
+2.82%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSFCX 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
S&P/LSTA US Leveraged Loan Index(^SPLSTALLI)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+2.15%
vs Peers
+1.24%

RSFCX Mutual Fund Performance

RSFCX performance across multiple time periods: 1-month 1.14%, YTD 3.39%, 1-year 6.10%, 3-year 6.08%, 5-year 2.82%, 10-year 3.41%.

RSFCX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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