RMDUX Mutual Fund

NAV$9.22

Returns Overview

1 Month
-1.39%
3 Months
-1.71%
6 Months
-2.74%
YTD
-2.74%
1 Year
+5.52%
3 Years (annualized)
+7.71%
5 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDUX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
American Funds Multi-Sector Income Fund Custom Index(^AFMSEFCI)
This Mutual Fund (YTD)
-2.74%
Peer Avg (YTD)
+3.23%
vs Peers
-5.97%

RMDUX Mutual Fund Performance

RMDUX performance across multiple time periods: 1-month -1.39%, YTD -2.74%, 1-year 5.52%, 3-year 7.71%, 5-year 3.03%.

RMDUX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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