RSDGX Mutual Fund

RSDGX Mutual Fund

NAV$23.54
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Returns Overview

1 Month
-2.02%
3 Months
-1.29%
6 Months
+1.11%
YTD
+8.95%
1 Year
+10.91%
3 Years (annualized)
+20.38%
5 Years (annualized)
+2.30%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSDGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.95%
Peer Avg (YTD)
+8.01%
vs Peers
+0.95%

RSDGX Mutual Fund Performance

RSDGX performance across multiple time periods: 1-month -2.02%, YTD 8.95%, 1-year 10.91%, 3-year 20.38%, 5-year 2.30%, 10-year 9.71%.

RSDGX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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