RSFMX Mutual Fund

RSFMX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
+0.22%
3 Months
+1.22%
6 Months
+2.66%
YTD
+4.83%
1 Year
+5.75%
3 Years (annualized)
+7.01%
5 Years (annualized)
+4.04%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSFMX 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
S&P/LSTA US Leveraged Loan Index(^SPLSTALLI)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+0.50%
vs Peers
+4.33%

RSFMX Mutual Fund Performance

RSFMX performance across multiple time periods: 1-month 0.22%, YTD 4.83%, 1-year 5.75%, 3-year 7.01%, 5-year 4.04%, 10-year 4.75%.

RSFMX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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