RSFYX Mutual Fund

RSFYX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
+0.23%
3 Months
+1.24%
6 Months
+2.69%
YTD
+4.88%
1 Year
+5.94%
3 Years (annualized)
+7.08%
5 Years (annualized)
+3.77%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSFYX 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)
+4.88%
Peer Avg (YTD)
+0.50%
vs Peers
+4.38%

RSFYX Mutual Fund Performance

RSFYX performance across multiple time periods: 1-month 0.23%, YTD 4.88%, 1-year 5.94%, 3-year 7.08%, 5-year 3.77%, 10-year 4.40%.

RSFYX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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