| RSEDX | |
|---|---|
| Total return | +218.65% |
| Annualised (CAGR) | +12.29% |
| Volatility (annualised) | +15.57% |
| Sharpe (rf = 0) | 0.79 |
| Deepest drawdown | -38.50% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 6.44% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +218.65% in total (+12.29% a year), with a deepest drawdown of -38.50% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-10.90%), its best 2019 (+30.22%).
| Year | RSEDX |
|---|---|
| 2026 | +16.39% |
| 2025 | +19.90% |
| 2024 | +15.78% |
| 2023 | +9.88% |
| 2022 | -5.00% |
| 2021 | +24.00% |
| 2020 | +5.69% |
| 2019 | +30.22% |
| 2018 | -10.90% |
| 2017 | +16.52% |
| 2016 | +6.63% |
+218.65% in total, which works out to +12.29% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -10.90% (net of fees, dividends reinvested). Its best year was 2019 (+30.22%).
-38.50%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 246 days (about 8.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.44% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say RSEDX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -38.50% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.