RSPYX Mutual Fund

RSPYX Mutual Fund

NAV$36.70
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Returns Overview

1 Month
+5.52%
3 Months
+12.88%
6 Months
+18.44%
YTD
+18.01%
1 Year
+30.27%
3 Years (annualized)
+16.74%
5 Years (annualized)
+10.99%
10 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSPYX 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)
+18.01%
Peer Avg (YTD)
+18.52%
vs Peers
-0.51%

RSPYX Mutual Fund Performance

RSPYX performance across multiple time periods: 1-month 5.52%, YTD 18.01%, 1-year 30.27%, 3-year 16.74%, 5-year 10.99%, 10-year 15.05%.

RSPYX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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