RMDFX Mutual Fund

RMDFX Mutual Fund

NAV$12.94
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Returns Overview

1 Month
-0.92%
3 Months
+2.71%
6 Months
+4.97%
YTD
+8.42%
1 Year
+13.72%
3 Years (annualized)
+12.72%
5 Years (annualized)
+6.91%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
HFRI Fund of Funds Composite Index(^HFRIFOFC)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+5.40%
vs Peers
+3.02%

RMDFX Mutual Fund Performance

RMDFX performance across multiple time periods: 1-month -0.92%, YTD 8.42%, 1-year 13.72%, 3-year 12.72%, 5-year 6.91%, 10-year 5.91%.

RMDFX returns outperform the peer average of 5.40% YTD. With an expense ratio of 5.35%, investors should weigh costs against performance when evaluating this mutual fund.

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