RSVAX Mutual Fund

RSVAX Mutual Fund

NAV$26.19
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Returns Overview

1 Month
-4.94%
3 Months
-1.63%
6 Months
+4.27%
YTD
+5.35%
1 Year
+7.52%
3 Years (annualized)
+10.18%
5 Years (annualized)
+7.40%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSVAX 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
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📉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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+6.72%
vs Peers
-1.38%

RSVAX Mutual Fund Performance

RSVAX performance across multiple time periods: 1-month -4.94%, YTD 5.35%, 1-year 7.52%, 3-year 10.18%, 5-year 7.40%, 10-year 9.25%.

RSVAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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