RTDSX Mutual Fund

RTDSX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
-0.89%
3 Months
+14.42%
6 Months
+10.32%
YTD
+10.07%
1 Year
+21.67%
3 Years (annualized)
+17.96%
5 Years (annualized)
+11.76%
10 Years (annualized)
+13.82%

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)
+10.07%
Peer Avg (YTD)
+8.97%
vs Peers
+1.10%

RTDSX Mutual Fund Performance

RTDSX performance across multiple time periods: 1-month -0.89%, YTD 10.07%, 1-year 21.67%, 3-year 17.96%, 5-year 11.76%, 10-year 13.82%.

RTDSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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