TDFAX Mutual Fund

TDFAX Mutual Fund

NAV$10.41
See how much of TDFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.49%
3 Months
-1.16%
6 Months
+18.12%
YTD
+16.80%
1 Year
+19.64%
3 Years (annualized)
+18.09%
5 Years (annualized)
+7.65%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TDFAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.80%
Peer Avg (YTD)
+10.00%
vs Peers
+6.80%

TDFAX Mutual Fund Performance

TDFAX performance across multiple time periods: 1-month -2.49%, YTD 16.80%, 1-year 19.64%, 3-year 18.09%, 5-year 7.65%, 10-year 7.87%.

TDFAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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