RSDTX Mutual Fund

RSDTX Mutual Fund

NAV$18.43
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Returns Overview

1 Month
-1.02%
3 Months
-0.64%
6 Months
+0.09%
YTD
+0.32%
1 Year
+1.43%
3 Years (annualized)
+4.81%
5 Years (annualized)
+2.23%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSDTX 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
ICE BofA 1-3 Year US Treasuries Index
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+0.50%
vs Peers
-0.18%

RSDTX Mutual Fund Performance

RSDTX performance across multiple time periods: 1-month -1.02%, YTD 0.32%, 1-year 1.43%, 3-year 4.81%, 5-year 2.23%, 10-year 2.30%.

RSDTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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