TRDFX Mutual Fund

TRDFX Mutual Fund

NAV$13.67
See how much of TRDFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.58%
3 Months
+3.63%
6 Months
+10.68%
YTD
+15.62%
1 Year
+23.33%
3 Years (annualized)
+11.50%
5 Years (annualized)
+7.11%
10 Years (annualized)
+9.46%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1000 Total Return Index(^SP1000TR:SP)
This Mutual Fund (YTD)
+15.62%
Peer Avg (YTD)
+9.54%
vs Peers
+6.08%

TRDFX Mutual Fund Performance

TRDFX performance across multiple time periods: 1-month -2.58%, YTD 15.62%, 1-year 23.33%, 3-year 11.50%, 5-year 7.11%, 10-year 9.46%.

TRDFX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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