RMDFX

Mutual fund

$12.96 -$0.03 (-0.23%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $11.88High $13.10

Has RMDFX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RMDFX returned +12.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RMDFX
+12.8%
S&P 500
+16.6%
Largest decline 
RMDFX
4.2%
S&P 500
8.9%
Risk-adjusted return 
RMDFX
1.70
S&P 500
0.97
Downside risk-adjusted return 
RMDFX
2.42
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRMDFXS&P 500
1 month -0.5% +0.6%
3 months +2.5% +3.4%
Year to date +9.1% +13.3%
1 year +12.8% +16.6%
3 years (annualized) +11.0% +23.1%

Volatility (1-year, annualized): 4.9% · Largest decline (max drawdown, since Oct 2021): 14.6%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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