RDMAX Mutual Fund

NAV$23.58

Returns Overview

1 Month
-0.17%
3 Months
+8.32%
6 Months
+12.27%
YTD
+11.84%
1 Year
+21.62%
3 Years (annualized)
+9.33%
5 Years (annualized)
+5.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RDMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.84%
Peer Avg (YTD)
+3.47%
vs Peers
+8.36%

RDMAX Mutual Fund Performance

RDMAX performance across multiple time periods: 1-month -0.17%, YTD 11.84%, 1-year 21.62%, 3-year 9.33%, 5-year 5.24%.

RDMAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

RDMAX performance comparison shows side-by-side returns with another fund. RDMAX alternatives are available in the Mutual Fund Screener.