RSVAX Mutual Fund

NAV$26.31

Returns Overview

1 Month
+1.90%
3 Months
+2.65%
6 Months
+5.96%
YTD
+9.03%
1 Year
+20.10%
3 Years (annualized)
+12.31%
5 Years (annualized)
+8.80%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSVAX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+10.82%
vs Peers
-1.78%

RSVAX Mutual Fund Performance

RSVAX performance across multiple time periods: 1-month 1.90%, YTD 9.03%, 1-year 20.10%, 3-year 12.31%, 5-year 8.80%, 10-year 10.13%.

RSVAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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