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Aspiriant Defensive Allocation (RMDFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.89+0.03 (+0.28%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up6
Number of years down2
Best 1-yr total return (30 May 2024)11.51%
Worst 1-yr total return (30 May 2024)N/A

Risk statistics

3 years
RMDFXCategory average
5 years
RMDFXCategory average
10 years
RMDFXCategory average
Alpha
-1.57-0.01
-1.3-0.02
N/A-0
BETA
0.270
0.340
N/A0
Mean annual return
0.180
0.320
N/A0
R-squared
69.530.61
77.510.6
N/A0.58
Standard deviation
5.430.08
70.06
N/A0.06
Sharpe ratio
-0.170
0.230
N/A0
Treynor ratio
-4.050.06
4.090.07
N/A0.1