RMDTX Mutual Fund

RMDTX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+0.64%
3 Months
-0.35%
6 Months
+0.18%
YTD
+1.41%
1 Year
+3.34%
3 Years (annualized)
+7.28%
5 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDTX 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)
+1.41%
Peer Avg (YTD)
+2.15%
vs Peers
-0.74%

RMDTX Mutual Fund Performance

RMDTX performance across multiple time periods: 1-month 0.64%, YTD 1.41%, 1-year 3.34%, 3-year 7.28%, 5-year 2.70%.

RMDTX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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