RTDSX Mutual Fund

RTDSX Mutual Fund

NAV$15.00
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Returns Overview

1 Month
+2.74%
3 Months
+2.75%
6 Months
+13.17%
YTD
+14.12%
1 Year
+20.63%
3 Years (annualized)
+20.16%
5 Years (annualized)
+12.26%
10 Years (annualized)
+14.17%

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
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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)
+14.12%
Peer Avg (YTD)
+8.51%
vs Peers
+5.61%

RTDSX Mutual Fund Performance

RTDSX performance across multiple time periods: 1-month 2.74%, YTD 14.12%, 1-year 20.63%, 3-year 20.16%, 5-year 12.26%, 10-year 14.17%.

RTDSX returns outperform the peer average of 8.51% 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.