TRDFX Mutual Fund

TRDFX Mutual Fund

NAV$13.65
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Returns Overview

1 Month
-0.14%
3 Months
+1.97%
6 Months
+6.89%
YTD
+15.45%
1 Year
+17.80%
3 Years (annualized)
+12.73%
5 Years (annualized)
+6.66%
10 Years (annualized)
+9.01%

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
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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
S&P 1000 Total Return Index(^SP1000TR:SP)
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+9.89%
vs Peers
+5.56%

TRDFX Mutual Fund Performance

TRDFX performance across multiple time periods: 1-month -0.14%, YTD 15.45%, 1-year 17.80%, 3-year 12.73%, 5-year 6.66%, 10-year 9.01%.

TRDFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.81%, 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.