RMLPX Mutual Fund

RMLPX Mutual Fund

NAV$34.14
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Returns Overview

1 Month
-7.25%
3 Months
+4.10%
6 Months
+2.57%
YTD
+31.93%
1 Year
+33.26%
3 Years (annualized)
+28.85%
5 Years (annualized)
+28.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLPX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+31.93%
Peer Avg (YTD)
+19.29%
vs Peers
+12.64%

RMLPX Mutual Fund Performance

RMLPX performance across multiple time periods: 1-month -7.25%, YTD 31.93%, 1-year 33.26%, 3-year 28.85%, 5-year 28.74%.

RMLPX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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