TRDFX Mutual Fund

NAV$14.26

Returns Overview

1 Month
+4.82%
3 Months
+15.62%
6 Months
+18.68%
YTD
+17.32%
1 Year
+28.36%
3 Years (annualized)
+14.18%
5 Years (annualized)
+7.58%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRDFX 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
S&P 1000 Total Return Index(^SP1000TR:SP)
This Mutual Fund (YTD)
+17.32%
Peer Avg (YTD)
+10.82%
vs Peers
+6.50%

TRDFX Mutual Fund Performance

TRDFX performance across multiple time periods: 1-month 4.82%, YTD 17.32%, 1-year 28.36%, 3-year 14.18%, 5-year 7.58%, 10-year 10.24%.

TRDFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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