RSMVX Mutual Fund

RSMVX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-0.95%
3 Months
+4.39%
6 Months
+11.80%
YTD
+21.63%
1 Year
+24.07%
3 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSMVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+21.63%
Peer Avg (YTD)
+15.20%
vs Peers
+6.43%

RSMVX Mutual Fund Performance

RSMVX performance across multiple time periods: 1-month -0.95%, YTD 21.63%, 1-year 24.07%, 3-year 11.29%.

RSMVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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