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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| RSP | +14.33% | +63.42% | +10.31% | +995% |
| S&P | +17.71% | +82.14% | +12.73% | +660% |
The investment seeks to replicate as closely as possible before expenses the performance of the S&P Equal Weight Index. The fund uses a passive management strategy to track the performance of the underlying index.
At the very least, investors should be concerned. There's a way to avoid the problem, though.
Tweaking the way you invest in the S&P 500 may position your portfolio well for the next big market rotation.
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