RSDQX Mutual Fund

RSDQX Mutual Fund

NAV$29.09
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Returns Overview

1 Month
-1.01%
3 Months
+1.35%
6 Months
+12.49%
YTD
+7.14%
1 Year
+10.30%
3 Years (annualized)
+16.92%
5 Years (annualized)
+11.15%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSDQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+9.91%
vs Peers
-2.77%

RSDQX Mutual Fund Performance

RSDQX performance across multiple time periods: 1-month -1.01%, YTD 7.14%, 1-year 10.30%, 3-year 16.92%, 5-year 11.15%, 10-year 12.64%.

RSDQX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

RSDQX vs another fund shows side-by-side returns. RSDQX alternatives are available in the Mutual Fund Screener.