RSPMX Mutual Fund

RSPMX Mutual Fund

NAV$32.12
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Returns Overview

1 Month
+1.51%
3 Months
+6.48%
6 Months
+12.83%
YTD
+19.69%
1 Year
+26.22%
3 Years (annualized)
+13.42%
5 Years (annualized)
+10.71%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSPMX 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)
+19.69%
Peer Avg (YTD)
+15.31%
vs Peers
+4.38%

RSPMX Mutual Fund Performance

RSPMX performance across multiple time periods: 1-month 1.51%, YTD 19.69%, 1-year 26.22%, 3-year 13.42%, 5-year 10.71%, 10-year 11.63%.

RSPMX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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