RMDZX Mutual Fund

RMDZX Mutual Fund

NAV$6.90
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Returns Overview

1 Month
+3.24%
3 Months
+22.73%
6 Months
+17.59%
YTD
+15.84%
1 Year
+36.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDZX 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
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🏦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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+15.84%
Peer Avg (YTD)
+10.82%
vs Peers
+5.03%

RMDZX Mutual Fund Performance

RMDZX performance across multiple time periods: 1-month 3.24%, YTD 15.84%, 1-year 36.77%.

RMDZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

RMDZX performance comparison shows side-by-side returns with another fund. RMDZX alternatives are available in the Mutual Fund Screener.