RSPKX Mutual Fund

RSPKX Mutual Fund

NAV$27.49
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Returns Overview

1 Month
+5.46%
3 Months
+12.67%
6 Months
+18.02%
YTD
+17.56%
1 Year
+30.93%
3 Years (annualized)
+16.35%
5 Years (annualized)
+13.85%
10 Years (annualized)
+18.61%

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
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📉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)
+17.56%
Peer Avg (YTD)
+18.52%
vs Peers
-0.97%

RSPKX Mutual Fund Performance

RSPKX performance across multiple time periods: 1-month 5.46%, YTD 17.56%, 1-year 30.93%, 3-year 16.35%, 5-year 13.85%, 10-year 18.61%.

RSPKX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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