RSPMX

Mutual fund

$31.29 -$0.28 (-0.89%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $27.11High $33.34

Has RSPMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RSPMX returned +20.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RSPMX
+20.4%
S&P 500
+16.6%
Largest decline 
RSPMX
10.9%
S&P 500
8.9%
Risk-adjusted return 
RSPMX
1.13
S&P 500
0.97
Downside risk-adjusted return 
RSPMX
1.80
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

PeriodRSPMXS&P 500
1 month -0.3% +0.6%
3 months -5.2% +3.4%
Year to date +14.4% +13.3%
1 year +20.4% +16.6%
3 years (annualized) +15.4% +23.1%

Volatility (1-year, annualized): 13.9% · Largest decline (max drawdown, since Oct 2021): 26.7%

How are your investments doing?

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