RTDYX Mutual Fund

NAV$14.80

Returns Overview

1 Month
-0.82%
3 Months
+14.46%
6 Months
+10.45%
YTD
+10.20%
1 Year
+21.93%
3 Years (annualized)
+18.20%
5 Years (annualized)
+11.98%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+8.97%
vs Peers
+1.23%

RTDYX Mutual Fund Performance

RTDYX performance across multiple time periods: 1-month -0.82%, YTD 10.20%, 1-year 21.93%, 3-year 18.20%, 5-year 11.98%, 10-year 14.04%.

RTDYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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