RMDLX

Mutual fund

$12.06 +$0.03 (+0.25%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jan 3, 2025

52-week range

Low $10.53High $13.10

Has RMDLX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RMDLX returned +9.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RMDLX
+9.4%
S&P 500
+16.6%
Largest decline 
RMDLX
10.0%
S&P 500
8.9%
Risk-adjusted return 
RMDLX
0.41
S&P 500
0.97
Downside risk-adjusted return 
RMDLX
0.60
S&P 500
1.43

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Returns by period

PeriodRMDLXS&P 500
1 month -1.3% +0.6%
3 months -2.8% +3.4%
Year to date +6.3% +13.3%
1 year +9.4% +16.6%

Volatility (1-year, annualized): 15.5% · Largest decline (max drawdown, since Jan 2025): 19.8%

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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