RSPFX Mutual Fund

NAV$32.87

Returns Overview

1 Month
+5.50%
3 Months
+12.80%
6 Months
+18.26%
YTD
+17.83%
1 Year
+30.39%
3 Years (annualized)
+16.46%
5 Years (annualized)
+13.73%
10 Years (annualized)
+16.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSPFX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.83%
Peer Avg (YTD)
+18.52%
vs Peers
-0.70%

RSPFX Mutual Fund Performance

RSPFX performance across multiple time periods: 1-month 5.50%, YTD 17.83%, 1-year 30.39%, 3-year 16.46%, 5-year 13.73%, 10-year 16.37%.

RSPFX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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