RDLAX Mutual Fund

NAV$12.36

Returns Overview

1 Month
-2.31%
3 Months
+15.80%
6 Months
+3.64%
YTD
+3.82%
1 Year
+18.22%
3 Years (annualized)
+21.84%
5 Years (annualized)
+20.63%
10 Years (annualized)
+22.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDLAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+8.97%
vs Peers
-5.15%

RDLAX Mutual Fund Performance

RDLAX performance across multiple time periods: 1-month -2.31%, YTD 3.82%, 1-year 18.22%, 3-year 21.84%, 5-year 20.63%, 10-year 22.89%.

RDLAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

RDLAX performance comparison shows side-by-side returns with another fund. RDLAX alternatives are available in the Mutual Fund Screener.