RSPKX Mutual Fund

RSPKX Mutual Fund

NAV$26.79
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Returns Overview

1 Month
+1.49%
3 Months
+6.36%
6 Months
+12.51%
YTD
+19.31%
1 Year
+25.52%
3 Years (annualized)
+12.80%
5 Years (annualized)
+10.09%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSPKX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.31%
Peer Avg (YTD)
+15.31%
vs Peers
+4.00%

RSPKX Mutual Fund Performance

RSPKX performance across multiple time periods: 1-month 1.49%, YTD 19.31%, 1-year 25.52%, 3-year 12.80%, 5-year 10.09%, 10-year 11.11%.

RSPKX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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