RSDGX Mutual Fund

NAV$24.39

Returns Overview

1 Month
-5.28%
3 Months
+3.92%
6 Months
+6.41%
YTD
+11.98%
1 Year
+52.51%
3 Years (annualized)
+23.01%
5 Years (annualized)
+7.42%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSDGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+10.82%
vs Peers
+1.17%

RSDGX Mutual Fund Performance

RSDGX performance across multiple time periods: 1-month -5.28%, YTD 11.98%, 1-year 52.51%, 3-year 23.01%, 5-year 7.42%, 10-year 12.27%.

RSDGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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