RSMVX Mutual Fund

NAV$13.83

Returns Overview

1 Month
+5.93%
3 Months
+18.13%
6 Months
+23.43%
YTD
+22.11%
1 Year
+32.47%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+22.11%
Peer Avg (YTD)
+18.52%
vs Peers
+3.59%

RSMVX Mutual Fund Performance

RSMVX performance across multiple time periods: 1-month 5.93%, YTD 22.11%, 1-year 32.47%.

RSMVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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