RSDQX Mutual Fund

RSDQX Mutual Fund

NAV$29.32
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Returns Overview

1 Month
-0.11%
3 Months
+10.99%
6 Months
+6.19%
YTD
+5.71%
1 Year
+16.37%
3 Years (annualized)
+13.66%
5 Years (annualized)
+10.30%

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
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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 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+9.51%
vs Peers
-3.80%

RSDQX Mutual Fund Performance

RSDQX performance across multiple time periods: 1-month -0.11%, YTD 5.71%, 1-year 16.37%, 3-year 13.66%, 5-year 10.30%.

RSDQX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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