RDJTX Mutual Fund

NAV$33.13

Returns Overview

1 Month
+0.55%
3 Months
+14.95%
6 Months
+11.08%
YTD
+10.26%
1 Year
+21.00%
3 Years (annualized)
+17.89%
5 Years (annualized)
+9.26%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDJTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+7.64%
vs Peers
+2.62%

RDJTX Mutual Fund Performance

RDJTX performance across multiple time periods: 1-month 0.55%, YTD 10.26%, 1-year 21.00%, 3-year 17.89%, 5-year 9.26%, 10-year 11.95%.

RDJTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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