TDFAX Mutual Fund

NAV$10.69

Returns Overview

1 Month
+3.68%
3 Months
+19.51%
6 Months
+19.26%
YTD
+18.18%
1 Year
+24.79%
3 Years (annualized)
+17.16%
5 Years (annualized)
+9.01%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TDFAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.18%
Peer Avg (YTD)
+9.49%
vs Peers
+8.69%

TDFAX Mutual Fund Performance

TDFAX performance across multiple time periods: 1-month 3.68%, YTD 18.18%, 1-year 24.79%, 3-year 17.16%, 5-year 9.01%, 10-year 8.29%.

TDFAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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