RTDRX Mutual Fund

RTDRX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
+2.81%
3 Months
+2.86%
6 Months
+13.32%
YTD
+14.26%
1 Year
+20.89%
3 Years (annualized)
+19.01%
5 Years (annualized)
+11.69%
10 Years (annualized)
+14.61%

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
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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)
+14.26%
Peer Avg (YTD)
+8.51%
vs Peers
+5.76%

RTDRX Mutual Fund Performance

RTDRX performance across multiple time periods: 1-month 2.81%, YTD 14.26%, 1-year 20.89%, 3-year 19.01%, 5-year 11.69%, 10-year 14.61%.

RTDRX returns outperform the peer average of 8.51% 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.