RMDUX Mutual Fund

RMDUX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
-0.96%
3 Months
-0.24%
6 Months
+0.27%
YTD
+0.80%
1 Year
+4.06%
3 Years (annualized)
+6.94%
5 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDUX 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)
+0.80%
Peer Avg (YTD)
+0.12%
vs Peers
+0.68%

RMDUX Mutual Fund Performance

RMDUX performance across multiple time periods: 1-month -0.96%, YTD 0.80%, 1-year 4.06%, 3-year 6.94%, 5-year 2.75%.

RMDUX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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