RSMRX Mutual Fund

NAV$16.70

Returns Overview

1 Month
+7.22%
3 Months
+13.29%
6 Months
+7.30%
YTD
+6.51%
1 Year
+11.48%
3 Years (annualized)
+5.52%
5 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSMRX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+10.82%
vs Peers
-4.30%

RSMRX Mutual Fund Performance

RSMRX performance across multiple time periods: 1-month 7.22%, YTD 6.51%, 1-year 11.48%, 3-year 5.52%, 5-year 4.00%.

RSMRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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