RDMAX Mutual Fund

RDMAX Mutual Fund

NAV$23.73
See how much of RDMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.04%
3 Months
-0.21%
6 Months
+10.47%
YTD
+11.79%
1 Year
+17.70%
3 Years (annualized)
+7.89%
5 Years (annualized)
+4.49%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+4.75%
vs Peers
+7.04%

RDMAX Mutual Fund Performance

RDMAX performance across multiple time periods: 1-month 0.04%, YTD 11.79%, 1-year 17.70%, 3-year 7.89%, 5-year 4.49%.

RDMAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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