RMLCX Mutual Fund

RMLCX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-2.57%
3 Months
-2.20%
6 Months
+4.08%
YTD
+3.02%
1 Year
+4.86%
3 Years (annualized)
+9.39%
5 Years (annualized)
+3.13%
10 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLCX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+2.46%
vs Peers
+0.56%

RMLCX Mutual Fund Performance

RMLCX performance across multiple time periods: 1-month -2.57%, YTD 3.02%, 1-year 4.86%, 3-year 9.39%, 5-year 3.13%, 10-year 3.70%.

RMLCX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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