RUSRX Mutual Fund

RUSRX Mutual Fund

NAV$10.51
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Returns Overview

3 Months
+2.74%
6 Months
-5.66%
YTD
-5.57%
1 Year
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RUSRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-5.57%
Peer Avg (YTD)
-1.88%
vs Peers
-3.69%

RUSRX Mutual Fund Performance

RUSRX performance across multiple time periods: YTD -5.57%, 1-year 3.44%.

RUSRX returns trail the peer average of -1.88% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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