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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.33%
5-year average return4.27%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jun 2024)11.51%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return11.51%
Worst 3-yr total return0.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMDFXCategory
YTD5.63%5.60%
1-month1.97%0.13%
3-month4.31%2.72%
1-year12.81%12.76%
3-year1.88%4.12%
5-year4.43%3.42%
10-year0.00%2.54%
Last bull market7.84%4.37%
Last bear market-5.40%-8.39%

Annual total return (%) history

Year
RMDFXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20243.59%N/AN/AN/A
20231.82%1.19%1.08%3.70%
2022-1.49%-5.40%-3.51%3.61%
20210.46%2.67%-0.81%1.86%
2020-11.01%7.68%3.27%6.20%
20194.89%2.14%0.19%3.89%
20180.00%-1.30%0.66%-4.27%
20172.89%1.84%2.00%2.37%
2016-0.80%0.10%1.71%0.35%

Rank in category (by total return)

YTD25
1-month7
3-month17
1-year16
3-year65
5-year37

Load adjusted returns

1-year12.81%
3-year1.88%
5-year4.43%
10-yearN/A