RRRSX

Mutual fund

$22.20 -$0.25 (-1.11%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $20.99High $24.94

Has RRRSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RRRSX returned +3.0%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RRRSX
+3.0%
S&P 500
+16.6%
Largest decline 
RRRSX
11.7%
S&P 500
8.9%
Risk-adjusted return 
RRRSX
0.00
S&P 500
0.98
Downside risk-adjusted return 
RRRSX
0.00
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRRRSXS&P 500
1 month -1.9% +0.6%
3 months -9.7% +3.4%
Year to date +5.5% +13.3%
1 year +3.0% +16.6%
3 years (annualized) +9.6% +23.1%

Volatility (1-year, annualized): 13.6% · Largest decline (max drawdown, since Oct 2021): 34.7%

How are your investments doing?

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