RMDRX Mutual Fund

RMDRX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+0.45%
3 Months
-1.09%
6 Months
-1.93%
YTD
-1.01%
1 Year
-0.22%
3 Years (annualized)
+7.33%
5 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDRX 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)
-1.01%
Peer Avg (YTD)
+1.93%
vs Peers
-2.94%

RMDRX Mutual Fund Performance

RMDRX performance across multiple time periods: 1-month 0.45%, YTD -1.01%, 1-year -0.22%, 3-year 7.33%, 5-year 1.92%.

RMDRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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