RUSTX Mutual Fund

NAV$18.04

Returns Overview

1 Month
-0.66%
3 Months
+3.56%
6 Months
+6.06%
YTD
+7.13%
1 Year
+18.71%
3 Years (annualized)
+19.53%
5 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RUSTX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+9.51%
vs Peers
-2.38%

RUSTX Mutual Fund Performance

RUSTX performance across multiple time periods: 1-month -0.66%, YTD 7.13%, 1-year 18.71%, 3-year 19.53%, 5-year 10.67%.

RUSTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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