RSFLX Mutual Fund

RSFLX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
+1.21%
3 Months
+1.35%
6 Months
+5.33%
YTD
+3.76%
1 Year
+6.91%
3 Years (annualized)
+6.38%
5 Years (annualized)
+3.59%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSFLX 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)
+3.76%
Peer Avg (YTD)
+2.15%
vs Peers
+1.61%

RSFLX Mutual Fund Performance

RSFLX performance across multiple time periods: 1-month 1.21%, YTD 3.76%, 1-year 6.91%, 3-year 6.38%, 5-year 3.59%, 10-year 4.20%.

RSFLX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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