RMOCX Mutual Fund

RMOCX Mutual Fund

NAV$19.00
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Returns Overview

1 Month
-1.01%
3 Months
-8.72%
6 Months
+8.62%
YTD
+2.32%
1 Year
+1.42%
3 Years (annualized)
+12.07%
5 Years (annualized)
-0.56%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMOCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+6.72%
vs Peers
-4.40%

RMOCX Mutual Fund Performance

RMOCX performance across multiple time periods: 1-month -1.01%, YTD 2.32%, 1-year 1.42%, 3-year 12.07%, 5-year -0.56%, 10-year 6.96%.

RMOCX returns trail the peer average of 6.72% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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