RTDCX Mutual Fund

RTDCX Mutual Fund

NAV$15.23
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Returns Overview

1 Month
-1.06%
3 Months
+2.41%
6 Months
+16.78%
YTD
+12.12%
1 Year
+14.32%
3 Years (annualized)
+18.87%
5 Years (annualized)
+12.47%
10 Years (annualized)
+12.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTDCX 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)
+12.12%
Peer Avg (YTD)
+8.68%
vs Peers
+3.44%

RTDCX Mutual Fund Performance

RTDCX performance across multiple time periods: 1-month -1.06%, YTD 12.12%, 1-year 14.32%, 3-year 18.87%, 5-year 12.47%, 10-year 12.87%.

RTDCX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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