RLDAX Mutual Fund

RLDAX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
-0.03%
3 Months
+0.45%
6 Months
+0.38%
YTD
+0.65%
1 Year
+3.04%
3 Years (annualized)
+4.60%
5 Years (annualized)
+2.22%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLDAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+0.12%
vs Peers
+0.53%

RLDAX Mutual Fund Performance

RLDAX performance across multiple time periods: 1-month -0.03%, YTD 0.65%, 1-year 3.04%, 3-year 4.60%, 5-year 2.22%, 10-year 2.14%.

RLDAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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