RDCEX Mutual Fund

NAV$15.70

Returns Overview

1 Month
-1.56%
3 Months
+11.04%
6 Months
+5.34%
YTD
+5.27%
1 Year
+16.84%
3 Years (annualized)
+15.52%
5 Years (annualized)
+11.32%
10 Years (annualized)
+13.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDCEX 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 500 Index(SPX)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+9.51%
vs Peers
-4.24%

RDCEX Mutual Fund Performance

RDCEX performance across multiple time periods: 1-month -1.56%, YTD 5.27%, 1-year 16.84%, 3-year 15.52%, 5-year 11.32%, 10-year 13.78%.

RDCEX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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