RLDAX Mutual Fund

RLDAX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
+0.28%
3 Months
+0.47%
6 Months
+0.46%
YTD
+0.93%
1 Year
+2.51%
3 Years (annualized)
+4.59%
5 Years (annualized)
+2.28%
10 Years (annualized)
+2.17%

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
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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
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+2.15%
vs Peers
-1.22%

RLDAX Mutual Fund Performance

RLDAX performance across multiple time periods: 1-month 0.28%, YTD 0.93%, 1-year 2.51%, 3-year 4.59%, 5-year 2.28%, 10-year 2.17%.

RLDAX returns trail the peer average of 2.15% 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.