RSDFX Mutual Fund

RSDFX Mutual Fund

NAV$47.59
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Returns Overview

1 Month
+1.94%
3 Months
+6.02%
6 Months
+10.03%
YTD
+16.52%
1 Year
+27.28%
3 Years (annualized)
+16.55%
5 Years (annualized)
+11.85%
10 Years (annualized)
+10.93%

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
PROUpgrade to run

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)
+16.52%
Peer Avg (YTD)
+11.41%
vs Peers
+5.11%

RSDFX Mutual Fund Performance

RSDFX performance across multiple time periods: 1-month 1.94%, YTD 16.52%, 1-year 27.28%, 3-year 16.55%, 5-year 11.85%, 10-year 10.93%.

RSDFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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