RSIYX Mutual Fund

RSIYX Mutual Fund

NAV$19.90
See how much of RSIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.68%
3 Months
+7.20%
6 Months
+10.86%
YTD
+14.45%
1 Year
+22.78%
3 Years (annualized)
+16.06%
5 Years (annualized)
+12.06%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSIYX 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)
+14.45%
Peer Avg (YTD)
+9.54%
vs Peers
+4.91%

RSIYX Mutual Fund Performance

RSIYX performance across multiple time periods: 1-month 6.68%, YTD 14.45%, 1-year 22.78%, 3-year 16.06%, 5-year 12.06%, 10-year 11.19%.

RSIYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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