DTDRX Mutual Fund

DTDRX Mutual Fund

NAV$19.75
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Returns Overview

1 Month
-0.10%
3 Months
+3.53%
6 Months
+8.00%
YTD
+10.53%
1 Year
+21.76%
3 Years (annualized)
+17.66%
5 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DTDRX 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
S&P STRIDE Glide Path 2065 Index(SPS65GT)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+6.99%
vs Peers
+3.54%

DTDRX Mutual Fund Performance

DTDRX performance across multiple time periods: 1-month -0.10%, YTD 10.53%, 1-year 21.76%, 3-year 17.66%, 5-year 11.24%.

DTDRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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