RSMMX Mutual Fund

NAV$8.78

Returns Overview

1 Month
-6.66%
3 Months
-12.36%
6 Months
-3.63%
YTD
-12.19%
1 Year
-0.29%
3 Years (annualized)
-3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSMMX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-12.19%
Peer Avg (YTD)
-7.73%
vs Peers
-4.46%

RSMMX Mutual Fund Performance

RSMMX performance across multiple time periods: 1-month -6.66%, YTD -12.19%, 1-year -0.29%, 3-year -3.25%.

RSMMX returns trail the peer average of -7.73% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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