RTDRX Mutual Fund

RTDRX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
+0.88%
3 Months
+5.23%
6 Months
+9.98%
YTD
+11.15%
1 Year
+20.68%
3 Years (annualized)
+18.63%
5 Years (annualized)
+12.49%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+6.23%
vs Peers
+4.91%

RTDRX Mutual Fund Performance

RTDRX performance across multiple time periods: 1-month 0.88%, YTD 11.15%, 1-year 20.68%, 3-year 18.63%, 5-year 12.49%, 10-year 14.10%.

RTDRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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