RSFYX Mutual Fund

RSFYX Mutual Fund

NAV$7.86
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Returns Overview

1 Month
+0.27%
3 Months
+1.45%
6 Months
+2.86%
YTD
+2.86%
1 Year
+6.96%
3 Years (annualized)
+7.54%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSFYX 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)
+2.86%
Peer Avg (YTD)
+3.23%
vs Peers
-0.37%

RSFYX Mutual Fund Performance

RSFYX performance across multiple time periods: 1-month 0.27%, YTD 2.86%, 1-year 6.96%, 3-year 7.54%, 5-year 3.63%, 10-year 4.63%.

RSFYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

RSFYX performance comparison shows side-by-side returns with another fund. RSFYX alternatives are available in the Mutual Fund Screener.