RMLSX Mutual Fund

RMLSX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
-2.41%
3 Months
-1.94%
6 Months
+4.77%
YTD
+3.86%
1 Year
+6.07%
3 Years (annualized)
+10.43%
5 Years (annualized)
+4.09%
10 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLSX 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
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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)
+3.86%
Peer Avg (YTD)
+2.46%
vs Peers
+1.40%

RMLSX Mutual Fund Performance

RMLSX performance across multiple time periods: 1-month -2.41%, YTD 3.86%, 1-year 6.07%, 3-year 10.43%, 5-year 4.09%, 10-year 4.67%.

RMLSX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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