RTDAX Mutual Fund

RTDAX Mutual Fund

NAV$14.86
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Returns Overview

1 Month
+0.90%
3 Months
+5.16%
6 Months
+9.81%
YTD
+10.90%
1 Year
+20.17%
3 Years (annualized)
+18.14%
5 Years (annualized)
+11.24%
10 Years (annualized)
+13.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+6.23%
vs Peers
+4.67%

RTDAX Mutual Fund Performance

RTDAX performance across multiple time periods: 1-month 0.90%, YTD 10.90%, 1-year 20.17%, 3-year 18.14%, 5-year 11.24%, 10-year 13.67%.

RTDAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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