RMDAX Mutual Fund

RMDAX Mutual Fund

NAV$5.06
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Returns Overview

3 Months
-3.42%
6 Months
+6.43%
YTD
+9.59%
1 Year
+8.89%
3 Years (annualized)
+19.03%
5 Years (annualized)
+5.08%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDAX 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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+9.89%
vs Peers
-0.30%

RMDAX Mutual Fund Performance

RMDAX performance across multiple time periods: YTD 9.59%, 1-year 8.89%, 3-year 19.03%, 5-year 5.08%, 10-year 13.74%.

RMDAX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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