RUDAX Mutual Fund

RUDAX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-6.65%
3 Months
-10.74%
6 Months
+6.87%
YTD
+10.01%
1 Year
+11.33%
3 Years (annualized)
+12.51%
5 Years (annualized)
+6.84%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RUDAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+10.34%
vs Peers
-0.33%

RUDAX Mutual Fund Performance

RUDAX performance across multiple time periods: 1-month -6.65%, YTD 10.01%, 1-year 11.33%, 3-year 12.51%, 5-year 6.84%, 10-year 10.70%.

RUDAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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