RMDSX Mutual Fund

RMDSX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+0.63%
3 Months
-0.37%
6 Months
+0.15%
YTD
+1.35%
1 Year
+3.26%
3 Years (annualized)
+7.17%
5 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDSX 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
American Funds Multi-Sector Income Fund Custom Index(^AFMSEFCI)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+2.15%
vs Peers
-0.81%

RMDSX Mutual Fund Performance

RMDSX performance across multiple time periods: 1-month 0.63%, YTD 1.35%, 1-year 3.26%, 3-year 7.17%, 5-year 2.59%.

RMDSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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