RDATX Mutual Fund

RDATX Mutual Fund

NAV$12.58
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Returns Overview

1 Month
+0.71%
3 Months
+0.87%
6 Months
+1.26%
YTD
+4.48%
1 Year
+8.13%
3 Years (annualized)
+10.08%
5 Years (annualized)
+4.91%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDATX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+8.76%
vs Peers
-4.28%

RDATX Mutual Fund Performance

RDATX performance across multiple time periods: 1-month 0.71%, YTD 4.48%, 1-year 8.13%, 3-year 10.08%, 5-year 4.91%, 10-year 6.05%.

RDATX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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