RSMOX Mutual Fund

RSMOX Mutual Fund

NAV$25.47
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Returns Overview

1 Month
-6.96%
3 Months
+2.70%
6 Months
+4.85%
YTD
+5.85%
1 Year
+3.78%
3 Years (annualized)
+12.06%
5 Years (annualized)
+0.58%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSMOX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+9.54%
vs Peers
-3.69%

RSMOX Mutual Fund Performance

RSMOX performance across multiple time periods: 1-month -6.96%, YTD 5.85%, 1-year 3.78%, 3-year 12.06%, 5-year 0.58%, 10-year 8.07%.

RSMOX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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