RTDTX Mutual Fund

RTDTX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-0.89%
3 Months
+14.43%
6 Months
+10.34%
YTD
+10.09%
1 Year
+21.82%
3 Years (annualized)
+18.13%
5 Years (annualized)
+11.92%
10 Years (annualized)
+13.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDTX 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)
+10.09%
Peer Avg (YTD)
+8.97%
vs Peers
+1.12%

RTDTX Mutual Fund Performance

RTDTX performance across multiple time periods: 1-month -0.89%, YTD 10.09%, 1-year 21.82%, 3-year 18.13%, 5-year 11.92%, 10-year 13.99%.

RTDTX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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