RUSPX

Mutual fund

$18.85 +$0.08 (+0.43%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 24, 2023

52-week range

Low $15.55High $19.15

Has RUSPX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RUSPX returned +15.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RUSPX
+15.7%
S&P 500
+16.6%
Largest decline 
RUSPX
9.1%
S&P 500
8.9%
Risk-adjusted return 
RUSPX
0.93
S&P 500
0.97
Downside risk-adjusted return 
RUSPX
1.35
S&P 500
1.43

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRUSPXS&P 500
1 month +0.5% +0.6%
3 months +3.1% +3.4%
Year to date +12.5% +13.3%
1 year +15.7% +16.6%

Volatility (1-year, annualized): 12.4% · Largest decline (max drawdown, since Oct 2023): 25.7%

How are your investments doing?

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

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Can't connect your account? Type your holdings into the Free Portfolio Analyzer