RDJTX Mutual Fund

RDJTX Mutual Fund

NAV$32.32
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Returns Overview

1 Month
-1.70%
3 Months
-1.64%
6 Months
+13.07%
YTD
+8.46%
1 Year
+12.72%
3 Years (annualized)
+18.05%
5 Years (annualized)
+8.80%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDJTX 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 ACWI ex US Index
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+7.09%
vs Peers
+1.37%

RDJTX Mutual Fund Performance

RDJTX performance across multiple time periods: 1-month -1.70%, YTD 8.46%, 1-year 12.72%, 3-year 18.05%, 5-year 8.80%, 10-year 11.67%.

RDJTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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