RDMAX Mutual Fund

RDMAX Mutual Fund

NAV$23.49
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Returns Overview

1 Month
-0.09%
3 Months
+0.34%
6 Months
+13.86%
YTD
+11.74%
1 Year
+20.78%
3 Years (annualized)
+8.72%
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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+2.39%
vs Peers
+9.35%

RDMAX Mutual Fund Performance

RDMAX performance across multiple time periods: 1-month -0.09%, YTD 11.74%, 1-year 20.78%, 3-year 8.72%, 5-year 4.49%.

RDMAX returns outperform the peer average of 2.39% 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.