RUSTX Mutual Fund

RUSTX Mutual Fund

NAV$18.85
See how much of RUSTX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.02%
3 Months
+4.93%
6 Months
+8.92%
YTD
+9.57%
1 Year
+17.37%
3 Years (annualized)
+18.62%
5 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RUSTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+9.41%
vs Peers
+0.16%

RUSTX Mutual Fund Performance

RUSTX performance across multiple time periods: 1-month 1.02%, YTD 9.57%, 1-year 17.37%, 3-year 18.62%, 5-year 10.64%.

RUSTX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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