RMDTX

Mutual fund

$8.94 -$0.02 (-0.22%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $8.92High $9.57

Has RMDTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RMDTX returned -0.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RMDTX
-0.1%
S&P 500
+16.6%
Largest decline 
RMDTX
3.4%
S&P 500
8.9%
Risk-adjusted return 
RMDTX
-0.99
S&P 500
0.97
Downside risk-adjusted return 
RMDTX
-1.37
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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Returns by period

PeriodRMDTXS&P 500
1 month -1.3% +0.6%
3 months -2.3% +3.4%
Year to date -1.2% +13.3%
1 year -0.1% +16.6%
3 years (annualized) +7.6% +23.1%

Volatility (1-year, annualized): 3.9% · Largest decline (max drawdown, since Oct 2021): 17.8%

How are your investments doing?

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