RFDTX Mutual Fund

RFDTX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
-2.69%
3 Months
-2.12%
6 Months
+3.74%
YTD
+2.71%
1 Year
+5.30%
3 Years (annualized)
+11.60%
5 Years (annualized)
+5.61%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFDTX 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 ACWI ex US Index
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+7.09%
vs Peers
-4.37%

RFDTX Mutual Fund Performance

RFDTX performance across multiple time periods: 1-month -2.69%, YTD 2.71%, 1-year 5.30%, 3-year 11.60%, 5-year 5.61%, 10-year 7.97%.

RFDTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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