RMDQX Mutual Fund

RMDQX Mutual Fund

NAV$8.93
See how much of RMDQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.58%
3 Months
-0.50%
6 Months
-0.09%
YTD
+1.03%
1 Year
+2.78%
3 Years (annualized)
+6.70%
5 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDQX 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
American Funds Multi-Sector Income Fund Custom Index(^AFMSEFCI)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+2.15%
vs Peers
-1.12%

RMDQX Mutual Fund Performance

RMDQX performance across multiple time periods: 1-month 0.58%, YTD 1.03%, 1-year 2.78%, 3-year 6.70%, 5-year 2.03%.

RMDQX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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