RSRFX Mutual Fund

RSRFX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
+0.99%
3 Months
-4.43%
6 Months
-12.55%
YTD
+6.13%
1 Year
+4.64%
3 Years (annualized)
+17.86%
5 Years (annualized)
+6.31%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSRFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Infrastructure Index
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+7.23%
vs Peers
-1.10%

RSRFX Mutual Fund Performance

RSRFX performance across multiple time periods: 1-month 0.99%, YTD 6.13%, 1-year 4.64%, 3-year 17.86%, 5-year 6.31%, 10-year 5.77%.

RSRFX returns trail the peer average of 7.23% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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