RSFLX Mutual Fund

NAV$7.85

Returns Overview

1 Month
+0.25%
3 Months
+1.39%
6 Months
+2.76%
YTD
+2.63%
1 Year
+6.61%
3 Years (annualized)
+6.75%
5 Years (annualized)
+3.42%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSFLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P/LSTA US Leveraged Loan Index(^SPLSTALLI)
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+3.23%
vs Peers
-0.60%

RSFLX Mutual Fund Performance

RSFLX performance across multiple time periods: 1-month 0.25%, YTD 2.63%, 1-year 6.61%, 3-year 6.75%, 5-year 3.42%, 10-year 4.41%.

RSFLX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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