RSPFX Mutual Fund

RSPFX Mutual Fund

NAV$30.72
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Returns Overview

1 Month
-2.29%
3 Months
+4.61%
6 Months
+4.99%
YTD
+16.84%
1 Year
+17.75%
3 Years (annualized)
+13.38%
5 Years (annualized)
+9.34%
10 Years (annualized)
+11.00%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.84%
Peer Avg (YTD)
+15.20%
vs Peers
+1.65%

RSPFX Mutual Fund Performance

RSPFX performance across multiple time periods: 1-month -2.29%, YTD 16.84%, 1-year 17.75%, 3-year 13.38%, 5-year 9.34%, 10-year 11.00%.

RSPFX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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