RSTYX Mutual Fund

RSTYX Mutual Fund

NAV$8.22
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Returns Overview

1 Month
-0.21%
3 Months
+5.55%
6 Months
+5.19%
YTD
+1.38%
1 Year
-0.74%
3 Years (annualized)
+3.61%
5 Years (annualized)
+0.81%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSTYX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+2.43%
vs Peers
-1.05%

RSTYX Mutual Fund Performance

RSTYX performance across multiple time periods: 1-month -0.21%, YTD 1.38%, 1-year -0.74%, 3-year 3.61%, 5-year 0.81%, 10-year 2.33%.

RSTYX returns trail the peer average of 2.43% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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