RMDZX

Mutual fund

$6.28 +$0.05 (+0.80%) NAV as of Oct 19, 2026

Prices on SharpeShare since Mar 16, 2026

Range since Mar 16, 2026

Low $5.48High $7.09

Has RMDZX beaten the S&P 500?

Since Mar 16, 2026 (to Oct 19, 2026), RMDZX returned +7.5%; the S&P 500 (SPY) returned +15.5%.

Key figures vs the S&P 500

Return 
RMDZX
+7.5%
S&P 500
+15.5%

Not annualized (under a year)

Largest decline 
RMDZX
12.1%
S&P 500
5.5%
Risk-adjusted return 
RMDZX
0.47
S&P 500
1.60
Downside risk-adjusted return 
RMDZX
0.68
S&P 500
2.49

Mar 16, 2026 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRMDZXS&P 500
1 month -3.5% +0.6%
3 months -4.8% +3.4%

Largest decline (max drawdown, since Mar 2026): 12.1%

How are your investments doing?

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