RDATX Mutual Fund

RDATX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
+0.08%
3 Months
+1.19%
6 Months
+2.41%
YTD
+3.75%
1 Year
+9.36%
3 Years (annualized)
+9.37%
5 Years (annualized)
+4.93%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDATX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+6.99%
vs Peers
-3.24%

RDATX Mutual Fund Performance

RDATX performance across multiple time periods: 1-month 0.08%, YTD 3.75%, 1-year 9.36%, 3-year 9.37%, 5-year 4.93%, 10-year 5.95%.

RDATX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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