TDFAX Mutual Fund

TDFAX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
+3.83%
3 Months
+1.74%
6 Months
+11.32%
YTD
+21.28%
1 Year
+25.25%
3 Years (annualized)
+21.07%
5 Years (annualized)
+7.86%
10 Years (annualized)
+8.25%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+21.28%
Peer Avg (YTD)
+12.44%
vs Peers
+8.84%

TDFAX Mutual Fund Performance

TDFAX performance across multiple time periods: 1-month 3.83%, YTD 21.28%, 1-year 25.25%, 3-year 21.07%, 5-year 7.86%, 10-year 8.25%.

TDFAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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