RSPMX Mutual Fund

NAV$33.18

Returns Overview

1 Month
+5.54%
3 Months
+12.86%
6 Months
+18.38%
YTD
+17.91%
1 Year
+30.63%
3 Years (annualized)
+16.69%
5 Years (annualized)
+10.91%

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
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)
+17.91%
Peer Avg (YTD)
+18.52%
vs Peers
-0.61%

RSPMX Mutual Fund Performance

RSPMX performance across multiple time periods: 1-month 5.54%, YTD 17.91%, 1-year 30.63%, 3-year 16.69%, 5-year 10.91%.

RSPMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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