TDFAX Mutual Fund

TDFAX Mutual Fund

NAV$10.50
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Returns Overview

1 Month
+0.87%
3 Months
+9.42%
6 Months
+14.51%
YTD
+20.30%
1 Year
+26.63%
3 Years (annualized)
+16.85%
5 Years (annualized)
+8.71%
10 Years (annualized)
+8.08%

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)
+20.30%
Peer Avg (YTD)
+11.41%
vs Peers
+8.89%

TDFAX Mutual Fund Performance

TDFAX performance across multiple time periods: 1-month 0.87%, YTD 20.30%, 1-year 26.63%, 3-year 16.85%, 5-year 8.71%, 10-year 8.08%.

TDFAX returns outperform the peer average of 11.41% 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.