RSFYX

Mutual fund

$7.77 -$0.01 (-0.13%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $7.66High $7.94

Has RSFYX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RSFYX returned +6.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RSFYX
+6.5%
S&P 500
+16.6%
Largest decline 
RSFYX
1.2%
S&P 500
8.9%
Risk-adjusted return 
RSFYX
0.64
S&P 500
0.97
Downside risk-adjusted return 
RSFYX
1.48
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

PeriodRSFYXS&P 500
1 month -0.7% +0.6%
3 months +0.1% +3.4%
Year to date +3.8% +13.3%
1 year +6.5% +16.6%
3 years (annualized) +7.6% +23.1%

Volatility (1-year, annualized): 3.9% · Largest decline (max drawdown, since Oct 2021): 8.8%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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