TRDIX Mutual Fund

TRDIX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
-2.32%
3 Months
-0.99%
6 Months
+18.43%
YTD
+17.07%
1 Year
+20.14%
3 Years (annualized)
+18.40%
5 Years (annualized)
+7.94%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRDIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.07%
Peer Avg (YTD)
+10.00%
vs Peers
+7.07%

TRDIX Mutual Fund Performance

TRDIX performance across multiple time periods: 1-month -2.32%, YTD 17.07%, 1-year 20.14%, 3-year 18.40%, 5-year 7.94%, 10-year 7.69%.

TRDIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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