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REAL ESTATE
10 bargain properties going under the hammer
Buying a home at auction can save you money, but preparation is key
Aspiriant Defensive Allocation (RMDFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.81
-0.05
(-0.46%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.33%
5-year average return
4.27%
Number of years up
6
Number of years down
2
Best 1-yr total return (4 Jun 2024)
11.51%
Worst 1-yr total return (4 Jun 2024)
N/A
Best 3-yr total return
11.51%
Worst 3-yr total return
0.67%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
RMDFX
Category
YTD
5.63%
5.60%
1-month
1.97%
0.13%
3-month
4.31%
2.72%
1-year
12.81%
12.76%
3-year
1.88%
4.12%
5-year
4.43%
3.42%
10-year
0.00%
2.54%
Last bull market
7.84%
4.37%
Last bear market
-5.40%
-8.39%
Annual total return (%) history
Year
RMDFX
Category
2024
N/A
N/A
2023
7.99%
N/A
2022
-6.84%
N/A
2021
4.21%
N/A
2020
5.09%
1.63%
2019
11.51%
7.77%
2018
-4.90%
-4.31%
2017
9.41%
5.56%
2016
1.36%
2.51%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.59%
N/A
N/A
N/A
2023
1.82%
1.19%
1.08%
3.70%
2022
-1.49%
-5.40%
-3.51%
3.61%
2021
0.46%
2.67%
-0.81%
1.86%
2020
-11.01%
7.68%
3.27%
6.20%
2019
4.89%
2.14%
0.19%
3.89%
2018
0.00%
-1.30%
0.66%
-4.27%
2017
2.89%
1.84%
2.00%
2.37%
2016
-0.80%
0.10%
1.71%
0.35%
Rank in category (by total return)
YTD
25
1-month
7
3-month
17
1-year
16
3-year
65
5-year
37
Load adjusted returns
1-year
12.81%
3-year
1.88%
5-year
4.43%
10-year
N/A
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