RTDSX Mutual Fund

RTDSX Mutual Fund

NAV$14.90
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Returns Overview

1 Month
+0.91%
3 Months
+5.20%
6 Months
+9.90%
YTD
+11.07%
1 Year
+20.50%
3 Years (annualized)
+18.42%
5 Years (annualized)
+12.31%
10 Years (annualized)
+13.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDSX 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)
+11.07%
Peer Avg (YTD)
+6.23%
vs Peers
+4.84%

RTDSX Mutual Fund Performance

RTDSX performance across multiple time periods: 1-month 0.91%, YTD 11.07%, 1-year 20.50%, 3-year 18.42%, 5-year 12.31%, 10-year 13.92%.

RTDSX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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