TDOTX Mutual Fund

TDOTX Mutual Fund

NAV$8.45
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Returns Overview

1 Month
-0.81%
3 Months
-1.03%
6 Months
+1.28%
YTD
+1.30%
1 Year
+8.23%
3 Years (annualized)
+3.71%
5 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TDOTX 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
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📉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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+2.69%
vs Peers
-1.38%

TDOTX Mutual Fund Performance

TDOTX performance across multiple time periods: 1-month -0.81%, YTD 1.30%, 1-year 8.23%, 3-year 3.71%, 5-year 2.52%.

TDOTX returns trail the peer average of 2.69% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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