RTDSX Mutual Fund

RTDSX Mutual Fund

NAV$14.77
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Returns Overview

1 Month
-0.17%
3 Months
+1.54%
6 Months
+6.81%
YTD
+12.78%
1 Year
+13.88%
3 Years (annualized)
+22.59%
5 Years (annualized)
+11.66%
10 Years (annualized)
+14.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDSX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.78%
Peer Avg (YTD)
+5.14%
vs Peers
+7.64%

RTDSX Mutual Fund Performance

RTDSX performance across multiple time periods: 1-month -0.17%, YTD 12.78%, 1-year 13.88%, 3-year 22.59%, 5-year 11.66%, 10-year 14.24%.

RTDSX returns outperform the peer average of 5.14% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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