TRDIX Mutual Fund

NAV$10.64

Returns Overview

1 Month
+3.76%
3 Months
+19.61%
6 Months
+19.46%
YTD
+18.24%
1 Year
+25.19%
3 Years (annualized)
+17.52%
5 Years (annualized)
+9.31%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRDIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.24%
Peer Avg (YTD)
+9.49%
vs Peers
+8.75%

TRDIX Mutual Fund Performance

TRDIX performance across multiple time periods: 1-month 3.76%, YTD 18.24%, 1-year 25.19%, 3-year 17.52%, 5-year 9.31%, 10-year 8.59%.

TRDIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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