RMDCX Mutual Fund

RMDCX Mutual Fund

NAV$2.70
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Returns Overview

1 Month
-6.74%
3 Months
+3.14%
6 Months
+8.23%
YTD
+9.13%
1 Year
+8.32%
3 Years (annualized)
+16.27%
5 Years (annualized)
+4.71%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDCX 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)
+9.13%
Peer Avg (YTD)
+9.54%
vs Peers
-0.41%

RMDCX Mutual Fund Performance

RMDCX performance across multiple time periods: 1-month -6.74%, YTD 9.13%, 1-year 8.32%, 3-year 16.27%, 5-year 4.71%, 10-year 12.84%.

RMDCX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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