RMDAX Mutual Fund

NAV$4.97

Returns Overview

1 Month
+3.42%
3 Months
+22.67%
6 Months
+17.35%
YTD
+15.77%
1 Year
+41.26%
3 Years (annualized)
+27.89%
5 Years (annualized)
+16.78%
10 Years (annualized)
+24.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+15.77%
Peer Avg (YTD)
+10.82%
vs Peers
+4.95%

RMDAX Mutual Fund Performance

RMDAX performance across multiple time periods: 1-month 3.42%, YTD 15.77%, 1-year 41.26%, 3-year 27.89%, 5-year 16.78%, 10-year 24.39%.

RMDAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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