RSDFX Mutual Fund

NAV$47.42
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Returns Overview

1 Month
+0.42%
3 Months
+2.87%
6 Months
+12.99%
YTD
+11.34%
1 Year
+27.21%
3 Years (annualized)
+18.29%
5 Years (annualized)
+10.87%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSDFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+7.14%
vs Peers
+4.20%

RSDFX Mutual Fund Performance

RSDFX performance across multiple time periods: 1-month 0.42%, YTD 11.34%, 1-year 27.21%, 3-year 18.29%, 5-year 10.87%, 10-year 11.68%.

RSDFX returns outperform the peer average of 7.14% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

RSDFX performance comparison shows side-by-side returns with another fund. RSDFX alternatives are available in the Mutual Fund Screener.