RSFMX Mutual Fund

RSFMX Mutual Fund

NAV$7.87
See how much of RSFMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.09%
3 Months
+0.38%
6 Months
+2.93%
YTD
+2.73%
1 Year
+5.20%
3 Years (annualized)
+6.81%
5 Years (annualized)
+3.90%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSFMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.73%
Peer Avg (YTD)
+0.12%
vs Peers
+2.61%

RSFMX Mutual Fund Performance

RSFMX performance across multiple time periods: 1-month -0.09%, YTD 2.73%, 1-year 5.20%, 3-year 6.81%, 5-year 3.90%, 10-year 4.75%.

RSFMX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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