RSPYX Mutual Fund

RSPYX Mutual Fund

NAV$36.07
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Returns Overview

1 Month
+1.55%
3 Months
+6.54%
6 Months
+12.94%
YTD
+19.84%
1 Year
+26.48%
3 Years (annualized)
+13.63%
5 Years (annualized)
+10.89%
10 Years (annualized)
+11.89%

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)
+19.84%
Peer Avg (YTD)
+15.31%
vs Peers
+4.53%

RSPYX Mutual Fund Performance

RSPYX performance across multiple time periods: 1-month 1.55%, YTD 19.84%, 1-year 26.48%, 3-year 13.63%, 5-year 10.89%, 10-year 11.89%.

RSPYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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