RSSRX Mutual Fund

NAV$29.65

Returns Overview

1 Month
+5.17%
3 Months
+25.00%
6 Months
+22.70%
YTD
+21.14%
1 Year
+50.75%
3 Years (annualized)
+22.81%
5 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSSRX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.14%
Peer Avg (YTD)
+10.82%
vs Peers
+10.32%

RSSRX Mutual Fund Performance

RSSRX performance across multiple time periods: 1-month 5.17%, YTD 21.14%, 1-year 50.75%, 3-year 22.81%, 5-year 7.46%.

RSSRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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