RSIPX Mutual Fund

RSIPX Mutual Fund

NAV$16.94
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Returns Overview

1 Month
+2.12%
3 Months
+4.07%
6 Months
+7.62%
YTD
+8.05%
1 Year
+17.84%
3 Years (annualized)
+17.19%
5 Years (annualized)
+10.86%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIPX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+9.41%
vs Peers
-1.36%

RSIPX Mutual Fund Performance

RSIPX performance across multiple time periods: 1-month 2.12%, YTD 8.05%, 1-year 17.84%, 3-year 17.19%, 5-year 10.86%, 10-year 13.25%.

RSIPX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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