RSVAX Mutual Fund

RSVAX Mutual Fund

NAV$27.23
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Returns Overview

1 Month
+2.75%
3 Months
+2.67%
6 Months
+7.01%
YTD
+10.03%
1 Year
+15.17%
3 Years (annualized)
+9.70%
5 Years (annualized)
+7.83%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSVAX 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
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📉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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+9.54%
vs Peers
+0.49%

RSVAX Mutual Fund Performance

RSVAX performance across multiple time periods: 1-month 2.75%, YTD 10.03%, 1-year 15.17%, 3-year 9.70%, 5-year 7.83%, 10-year 10.03%.

RSVAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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