RUDAX Mutual Fund

RUDAX Mutual Fund

NAV$17.39
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Returns Overview

1 Month
+6.60%
3 Months
+19.73%
6 Months
+24.47%
YTD
+23.25%
1 Year
+31.82%
3 Years (annualized)
+12.64%
5 Years (annualized)
+5.54%

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)
+23.25%
Peer Avg (YTD)
+18.52%
vs Peers
+4.72%

RUDAX Mutual Fund Performance

RUDAX performance across multiple time periods: 1-month 6.60%, YTD 23.25%, 1-year 31.82%, 3-year 12.64%, 5-year 5.54%.

RUDAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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