RSRFX Mutual Fund

NAV$11.94

Returns Overview

1 Month
-6.86%
3 Months
-4.17%
6 Months
+9.14%
YTD
+12.75%
1 Year
+27.18%
3 Years (annualized)
+20.07%
5 Years (annualized)
+9.06%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSRFX 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
MSCI USA Infrastructure Index
This Mutual Fund (YTD)
+12.75%
Peer Avg (YTD)
+11.24%
vs Peers
+1.50%

RSRFX Mutual Fund Performance

RSRFX performance across multiple time periods: 1-month -6.86%, YTD 12.75%, 1-year 27.18%, 3-year 20.07%, 5-year 9.06%, 10-year 8.42%.

RSRFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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