TRDIX Mutual Fund

TRDIX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
+3.83%
3 Months
+1.91%
6 Months
+11.60%
YTD
+21.55%
1 Year
+25.62%
3 Years (annualized)
+21.48%
5 Years (annualized)
+8.17%
10 Years (annualized)
+8.24%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+21.55%
Peer Avg (YTD)
+12.44%
vs Peers
+9.12%

TRDIX Mutual Fund Performance

TRDIX performance across multiple time periods: 1-month 3.83%, YTD 21.55%, 1-year 25.62%, 3-year 21.48%, 5-year 8.17%, 10-year 8.24%.

TRDIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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