RSFMX Mutual Fund

RSFMX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
-1.28%
3 Months
+0.03%
6 Months
+0.39%
YTD
+3.50%
1 Year
+3.68%
3 Years (annualized)
+6.82%
5 Years (annualized)
+3.57%
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
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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)
+3.50%
Peer Avg (YTD)
+1.93%
vs Peers
+1.57%

RSFMX Mutual Fund Performance

RSFMX performance across multiple time periods: 1-month -1.28%, YTD 3.50%, 1-year 3.68%, 3-year 6.82%, 5-year 3.57%, 10-year 4.75%.

RSFMX returns outperform the peer average of 1.93% 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.