RMLRX Mutual Fund

RMLRX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
-2.49%
3 Months
-2.00%
6 Months
+4.71%
YTD
+3.91%
1 Year
+6.15%
3 Years (annualized)
+10.55%
5 Years (annualized)
+4.19%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLRX 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)
+3.91%
Peer Avg (YTD)
+2.46%
vs Peers
+1.45%

RMLRX Mutual Fund Performance

RMLRX performance across multiple time periods: 1-month -2.49%, YTD 3.91%, 1-year 6.15%, 3-year 10.55%, 5-year 4.19%, 10-year 4.76%.

RMLRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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