RSDQX Mutual Fund

RSDQX Mutual Fund

NAV$28.43
See how much of RSDQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.81%
3 Months
+2.27%
6 Months
+6.71%
YTD
+8.23%
1 Year
+14.50%
3 Years (annualized)
+16.92%
5 Years (annualized)
+11.15%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSDQX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+11.21%
vs Peers
-2.98%

RSDQX Mutual Fund Performance

RSDQX performance across multiple time periods: 1-month 0.81%, YTD 8.23%, 1-year 14.50%, 3-year 16.92%, 5-year 11.15%, 10-year 12.64%.

RSDQX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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