RUSPX Mutual Fund

NAV$18.88

Returns Overview

1 Month
-0.60%
3 Months
+14.24%
6 Months
+8.74%
YTD
+8.54%
1 Year
+18.15%
3 Years (annualized)
+23.20%
5 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RUSPX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+9.51%
vs Peers
-0.96%

RUSPX Mutual Fund Performance

RUSPX performance across multiple time periods: 1-month -0.60%, YTD 8.54%, 1-year 18.15%, 3-year 23.20%, 5-year 13.34%.

RUSPX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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