RSPYX Mutual Fund

RSPYX Mutual Fund

NAV$34.64
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Returns Overview

1 Month
-4.91%
3 Months
-5.62%
6 Months
+6.54%
YTD
+11.38%
1 Year
+14.13%
3 Years (annualized)
+15.36%
5 Years (annualized)
+10.62%
10 Years (annualized)
+14.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSPYX 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)
+11.38%
Peer Avg (YTD)
+10.34%
vs Peers
+1.03%

RSPYX Mutual Fund Performance

RSPYX performance across multiple time periods: 1-month -4.91%, YTD 11.38%, 1-year 14.13%, 3-year 15.36%, 5-year 10.62%, 10-year 14.19%.

RSPYX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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