RTDCX Mutual Fund

NAV$15.12

Returns Overview

1 Month
-0.95%
3 Months
+14.04%
6 Months
+9.74%
YTD
+9.49%
1 Year
+19.99%
3 Years (annualized)
+18.04%
5 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+8.97%
vs Peers
+0.52%

RTDCX Mutual Fund Performance

RTDCX performance across multiple time periods: 1-month -0.95%, YTD 9.49%, 1-year 19.99%, 3-year 18.04%, 5-year 12.74%.

RTDCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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