RSLDX Mutual Fund

RSLDX Mutual Fund

NAV$84.56
See how much of RSLDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.96%
3 Months
+0.36%
6 Months
+6.68%
YTD
+9.51%
1 Year
+17.67%
3 Years (annualized)
+9.95%
5 Years (annualized)
+1.47%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSLDX 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 All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+8.67%
vs Peers
+0.84%

RSLDX Mutual Fund Performance

RSLDX performance across multiple time periods: 1-month -5.96%, YTD 9.51%, 1-year 17.67%, 3-year 9.95%, 5-year 1.47%, 10-year 9.60%.

RSLDX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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