RMDCX Mutual Fund

NAV$2.63

Returns Overview

1 Month
+3.30%
3 Months
+22.61%
6 Months
+17.01%
YTD
+15.57%
1 Year
+53.19%
3 Years (annualized)
+30.76%
5 Years (annualized)
+19.52%
10 Years (annualized)
+26.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+15.57%
Peer Avg (YTD)
+10.82%
vs Peers
+4.76%

RMDCX Mutual Fund Performance

RMDCX performance across multiple time periods: 1-month 3.30%, YTD 15.57%, 1-year 53.19%, 3-year 30.76%, 5-year 19.52%, 10-year 26.37%.

RMDCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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