RSPKX Mutual Fund

RSPKX Mutual Fund

NAV$25.71
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Returns Overview

1 Month
-4.96%
3 Months
-5.81%
6 Months
+6.13%
YTD
+10.73%
1 Year
+13.29%
3 Years (annualized)
+12.95%
5 Years (annualized)
+8.92%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSPKX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+10.34%
vs Peers
+0.38%

RSPKX Mutual Fund Performance

RSPKX performance across multiple time periods: 1-month -4.96%, YTD 10.73%, 1-year 13.29%, 3-year 12.95%, 5-year 8.92%, 10-year 10.59%.

RSPKX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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