RSIYX

Mutual fund

$19.87 -$0.06 (-0.30%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $16.94High $20.09

Has RSIYX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RSIYX returned +21.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RSIYX
+21.1%
S&P 500
+16.6%
Largest decline 
RSIYX
8.6%
S&P 500
8.9%
Risk-adjusted return 
RSIYX
1.42
S&P 500
0.97
Downside risk-adjusted return 
RSIYX
2.21
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

PeriodRSIYXS&P 500
1 month +1.3% +0.6%
3 months +2.7% +3.4%
Year to date +15.1% +13.3%
1 year +21.1% +16.6%
3 years (annualized) +17.4% +23.1%

Volatility (1-year, annualized): 11.3% · Largest decline (max drawdown, since Oct 2021): 22.5%

How are your investments doing?

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