RMATX Mutual Fund

RMATX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
-2.04%
3 Months
-0.84%
6 Months
+6.99%
YTD
+6.72%
1 Year
+9.16%
3 Years (annualized)
+13.80%
5 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMATX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+2.46%
vs Peers
+4.26%

RMATX Mutual Fund Performance

RMATX performance across multiple time periods: 1-month -2.04%, YTD 6.72%, 1-year 9.16%, 3-year 13.80%, 5-year 6.64%.

RMATX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

RMATX vs another fund shows side-by-side returns. RMATX alternatives are available in the Mutual Fund Screener.