RUDAX Mutual Fund

RUDAX Mutual Fund

NAV$16.69
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Returns Overview

1 Month
-3.41%
3 Months
+3.47%
6 Months
+12.73%
YTD
+20.23%
1 Year
+25.76%
3 Years (annualized)
+11.51%
5 Years (annualized)
+7.36%
10 Years (annualized)
+9.41%

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
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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.23%
Peer Avg (YTD)
+15.31%
vs Peers
+4.92%

RUDAX Mutual Fund Performance

RUDAX performance across multiple time periods: 1-month -3.41%, YTD 20.23%, 1-year 25.76%, 3-year 11.51%, 5-year 7.36%, 10-year 9.41%.

RUDAX returns outperform the peer average of 15.31% 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.