RSINX Mutual Fund

NAV$18.38

Returns Overview

1 Month
+0.23%
3 Months
+7.66%
6 Months
+7.40%
YTD
+7.07%
1 Year
+17.50%
3 Years (annualized)
+15.54%
5 Years (annualized)
+11.14%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSINX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+10.82%
vs Peers
-3.74%

RSINX Mutual Fund Performance

RSINX performance across multiple time periods: 1-month 0.23%, YTD 7.07%, 1-year 17.50%, 3-year 15.54%, 5-year 11.14%, 10-year 11.03%.

RSINX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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