RMDZX Mutual Fund

RMDZX Mutual Fund

NAV$6.59
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Returns Overview

1 Month
-6.41%
3 Months
+3.46%
6 Months
+8.96%
YTD
+10.05%
1 Year
+9.51%
3 Years (annualized)
+17.60%
5 Years (annualized)
+5.83%
10 Years (annualized)
+14.08%

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
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📉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)
+10.05%
Peer Avg (YTD)
+9.54%
vs Peers
+0.51%

RMDZX Mutual Fund Performance

RMDZX performance across multiple time periods: 1-month -6.41%, YTD 10.05%, 1-year 9.51%, 3-year 17.60%, 5-year 5.83%, 10-year 14.08%.

RMDZX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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