RSOOX Mutual Fund

RSOOX Mutual Fund

NAV$47.49
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Returns Overview

1 Month
+1.88%
3 Months
+5.87%
6 Months
+9.73%
YTD
+16.15%
1 Year
+26.59%
3 Years (annualized)
+15.59%
5 Years (annualized)
+11.05%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSOOX 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
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+16.15%
Peer Avg (YTD)
+11.41%
vs Peers
+4.74%

RSOOX Mutual Fund Performance

RSOOX performance across multiple time periods: 1-month 1.88%, YTD 16.15%, 1-year 26.59%, 3-year 15.59%, 5-year 11.05%, 10-year 10.01%.

RSOOX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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