RMDKX Mutual Fund

NAV$12.79

Returns Overview

1 Month
+4.49%
3 Months
+12.38%
6 Months
+12.87%
YTD
+11.50%
1 Year
+21.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDKX 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

This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+10.82%
vs Peers
+0.68%

RMDKX Mutual Fund Performance

RMDKX performance across multiple time periods: 1-month 4.49%, YTD 11.50%, 1-year 21.28%.

RMDKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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