RSMRX Mutual Fund

RSMRX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
-3.44%
3 Months
-1.81%
6 Months
+11.24%
YTD
+4.58%
1 Year
+8.06%
3 Years (annualized)
+6.24%
5 Years (annualized)
+3.32%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSMRX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+6.72%
vs Peers
-2.14%

RSMRX Mutual Fund Performance

RSMRX performance across multiple time periods: 1-month -3.44%, YTD 4.58%, 1-year 8.06%, 3-year 6.24%, 5-year 3.32%, 10-year 9.74%.

RSMRX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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