RMDFX Mutual Fund

RMDFX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
+1.99%
3 Months
+2.16%
6 Months
+3.81%
YTD
+7.66%
1 Year
+18.42%
3 Years (annualized)
+11.88%
5 Years (annualized)
+6.65%
10 Years (annualized)
+5.73%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
HFRI Fund of Funds Composite Index(^HFRIFOFC)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+2.39%
vs Peers
+5.27%

RMDFX Mutual Fund Performance

RMDFX performance across multiple time periods: 1-month 1.99%, YTD 7.66%, 1-year 18.42%, 3-year 11.88%, 5-year 6.65%, 10-year 5.73%.

RMDFX returns outperform the peer average of 2.39% YTD. With an expense ratio of 4.13%, investors should weigh costs against performance when evaluating this mutual fund.

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