RTDRX Mutual Fund

NAV$15.07

Returns Overview

1 Month
-0.82%
3 Months
+14.43%
6 Months
+10.43%
YTD
+10.18%
1 Year
+21.87%
3 Years (annualized)
+18.17%
5 Years (annualized)
+11.95%
10 Years (annualized)
+14.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDRX 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)
+10.18%
Peer Avg (YTD)
+8.97%
vs Peers
+1.21%

RTDRX Mutual Fund Performance

RTDRX performance across multiple time periods: 1-month -0.82%, YTD 10.18%, 1-year 21.87%, 3-year 18.17%, 5-year 11.95%, 10-year 14.64%.

RTDRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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