RMDZX Mutual Fund

RMDZX Mutual Fund

NAV$6.68
See how much of RMDZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.15%
3 Months
-6.27%
6 Months
+15.04%
YTD
+8.58%
1 Year
+6.62%
3 Years (annualized)
+17.60%
5 Years (annualized)
+5.83%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMDZX 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
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+6.72%
vs Peers
+1.86%

RMDZX Mutual Fund Performance

RMDZX performance across multiple time periods: 1-month 0.15%, YTD 8.58%, 1-year 6.62%, 3-year 17.60%, 5-year 5.83%, 10-year 14.08%.

RMDZX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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