RMLAX Mutual Fund

RMLAX Mutual Fund

NAV$10.37
See how much of RMLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.44%
3 Months
-2.01%
6 Months
+4.61%
YTD
+3.69%
1 Year
+5.84%
3 Years (annualized)
+10.24%
5 Years (annualized)
+3.46%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+2.46%
vs Peers
+1.23%

RMLAX Mutual Fund Performance

RMLAX performance across multiple time periods: 1-month -2.44%, YTD 3.69%, 1-year 5.84%, 3-year 10.24%, 5-year 3.46%, 10-year 4.27%.

RMLAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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