RUDAX Mutual Fund

RUDAX Mutual Fund

NAV$16.47
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Returns Overview

1 Month
+3.25%
3 Months
-4.59%
6 Months
-1.28%
YTD
+13.59%
1 Year
+16.07%
3 Years (annualized)
+15.54%
5 Years (annualized)
+5.46%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RUDAX 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
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📉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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+12.21%
vs Peers
+1.38%

RUDAX Mutual Fund Performance

RUDAX performance across multiple time periods: 1-month 3.25%, YTD 13.59%, 1-year 16.07%, 3-year 15.54%, 5-year 5.46%, 10-year 10.64%.

RUDAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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