RMDCX Mutual Fund

RMDCX Mutual Fund

NAV$2.73
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Returns Overview

3 Months
-3.66%
6 Months
+6.05%
YTD
+9.13%
1 Year
+8.01%
3 Years (annualized)
+28.54%
5 Years (annualized)
+16.65%
10 Years (annualized)
+24.84%

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
PROUpgrade to run
🏦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)
+9.89%
vs Peers
-0.76%

RMDCX Mutual Fund Performance

RMDCX performance across multiple time periods: YTD 9.13%, 1-year 8.01%, 3-year 28.54%, 5-year 16.65%, 10-year 24.84%.

RMDCX returns trail the peer average of 9.89% 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.