RMDFX Mutual Fund

NAV$12.88

Returns Overview

1 Month
-1.42%
3 Months
+2.20%
6 Months
+5.56%
YTD
+5.56%
1 Year
+16.52%
3 Years (annualized)
+11.76%
5 Years (annualized)
+6.25%
10 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
HFRI Fund of Funds Composite Index(^HFRIFOFC)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+3.47%
vs Peers
+2.08%

RMDFX Mutual Fund Performance

RMDFX performance across multiple time periods: 1-month -1.42%, YTD 5.56%, 1-year 16.52%, 3-year 11.76%, 5-year 6.25%, 10-year 5.68%.

RMDFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 4.13%, investors should weigh costs against performance when evaluating this mutual fund.

RMDFX performance comparison shows side-by-side returns with another fund. RMDFX alternatives are available in the Mutual Fund Screener.