RUSPX Mutual Fund

RUSPX Mutual Fund

NAV$18.80
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Returns Overview

1 Month
-0.79%
3 Months
+2.85%
6 Months
+17.49%
YTD
+11.63%
1 Year
+13.49%
3 Years (annualized)
+24.71%
5 Years (annualized)
+14.17%

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
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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 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+9.98%
vs Peers
+1.65%

RUSPX Mutual Fund Performance

RUSPX performance across multiple time periods: 1-month -0.79%, YTD 11.63%, 1-year 13.49%, 3-year 24.71%, 5-year 14.17%.

RUSPX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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