RSOOX Mutual Fund

RSOOX Mutual Fund

NAV$45.41
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Returns Overview

1 Month
-4.47%
3 Months
-0.75%
6 Months
+7.65%
YTD
+12.05%
1 Year
+16.17%
3 Years (annualized)
+17.79%
5 Years (annualized)
+11.32%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSOOX 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
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+12.05%
Peer Avg (YTD)
+10.00%
vs Peers
+2.06%

RSOOX Mutual Fund Performance

RSOOX performance across multiple time periods: 1-month -4.47%, YTD 12.05%, 1-year 16.17%, 3-year 17.79%, 5-year 11.32%, 10-year 10.70%.

RSOOX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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