RMFGX Mutual Fund

RMFGX Mutual Fund

NAV$64.47
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Returns Overview

1 Month
-2.88%
3 Months
-1.91%
6 Months
+8.31%
YTD
+6.24%
1 Year
+8.82%
3 Years (annualized)
+16.02%
5 Years (annualized)
+10.73%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMFGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.24%
Peer Avg (YTD)
+10.00%
vs Peers
-3.75%

RMFGX Mutual Fund Performance

RMFGX performance across multiple time periods: 1-month -2.88%, YTD 6.24%, 1-year 8.82%, 3-year 16.02%, 5-year 10.73%, 10-year 11.46%.

RMFGX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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