RSIYX Mutual Fund

NAV$19.96

Returns Overview

1 Month
+0.32%
3 Months
+7.78%
6 Months
+7.53%
YTD
+7.28%
1 Year
+17.68%
3 Years (annualized)
+15.80%
5 Years (annualized)
+11.43%
10 Years (annualized)
+11.32%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+7.28%
Peer Avg (YTD)
+10.82%
vs Peers
-3.53%

RSIYX Mutual Fund Performance

RSIYX performance across multiple time periods: 1-month 0.32%, YTD 7.28%, 1-year 17.68%, 3-year 15.80%, 5-year 11.43%, 10-year 11.32%.

RSIYX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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