RSLDX Mutual Fund

NAV$86.12

Returns Overview

1 Month
+4.01%
3 Months
+18.66%
6 Months
+17.49%
YTD
+16.45%
1 Year
+24.75%
3 Years (annualized)
+13.55%
5 Years (annualized)
+2.72%
10 Years (annualized)
+10.88%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+16.45%
Peer Avg (YTD)
+9.16%
vs Peers
+7.29%

RSLDX Mutual Fund Performance

RSLDX performance across multiple time periods: 1-month 4.01%, YTD 16.45%, 1-year 24.75%, 3-year 13.55%, 5-year 2.72%, 10-year 10.88%.

RSLDX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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