RDJTX Mutual Fund

RDJTX Mutual Fund

NAV$33.16
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Returns Overview

1 Month
-1.70%
3 Months
+3.41%
6 Months
+6.30%
YTD
+8.39%
1 Year
+18.04%
3 Years (annualized)
+16.08%
5 Years (annualized)
+8.73%
10 Years (annualized)
+11.37%

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)
+8.39%
Peer Avg (YTD)
+6.99%
vs Peers
+1.40%

RDJTX Mutual Fund Performance

RDJTX performance across multiple time periods: 1-month -1.70%, YTD 8.39%, 1-year 18.04%, 3-year 16.08%, 5-year 8.73%, 10-year 11.37%.

RDJTX returns outperform the peer average of 6.99% 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.