RSFCX Mutual Fund

NAV$7.84

Returns Overview

1 Month
+0.18%
3 Months
+1.19%
6 Months
+2.41%
YTD
+2.41%
1 Year
+5.93%
3 Years (annualized)
+6.50%
5 Years (annualized)
+2.66%
10 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSFCX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P/LSTA US Leveraged Loan Index(^SPLSTALLI)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+3.23%
vs Peers
-0.81%

RSFCX Mutual Fund Performance

RSFCX performance across multiple time periods: 1-month 0.18%, YTD 2.41%, 1-year 5.93%, 3-year 6.50%, 5-year 2.66%, 10-year 3.62%.

RSFCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

RSFCX performance comparison shows side-by-side returns with another fund. RSFCX alternatives are available in the Mutual Fund Screener.