RUSIX Mutual Fund

RUSIX Mutual Fund

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Returns Overview

1 Month
+0.36%
3 Months
+0.87%
6 Months
+1.46%
YTD
+2.04%
1 Year
+3.87%
3 Years (annualized)
+5.63%
5 Years (annualized)
+3.76%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RUSIX 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
ICE Bank of America Merrill Lynch US 1 Year Treasury Bill Index(^IBML1YTRSB)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+0.12%
vs Peers
+1.92%

RUSIX Mutual Fund Performance

RUSIX performance across multiple time periods: 1-month 0.36%, YTD 2.04%, 1-year 3.87%, 3-year 5.63%, 5-year 3.76%, 10-year 2.97%.

RUSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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