RSINX Mutual Fund

RSINX Mutual Fund

NAV$19.10

Returns Overview

1 Month
+6.66%
3 Months
+7.15%
6 Months
+10.73%
YTD
+14.21%
1 Year
+22.37%
3 Years (annualized)
+15.72%
5 Years (annualized)
+12.58%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSINX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+9.54%
vs Peers
+4.67%

RSINX Mutual Fund Performance

RSINX performance across multiple time periods: 1-month 6.66%, YTD 14.21%, 1-year 22.37%, 3-year 15.72%, 5-year 12.58%, 10-year 11.28%.

RSINX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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