RPMMX Mutual Fund

RPMMX Mutual Fund

NAV$17.54
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Returns Overview

1 Month
-6.27%
3 Months
-0.64%
6 Months
+8.25%
YTD
+4.43%
1 Year
+6.37%
3 Years (annualized)
+7.96%
5 Years (annualized)
+4.26%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPMMX 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 Value(^RMCCV)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+6.72%
vs Peers
-2.29%

RPMMX Mutual Fund Performance

RPMMX performance across multiple time periods: 1-month -6.27%, YTD 4.43%, 1-year 6.37%, 3-year 7.96%, 5-year 4.26%, 10-year 6.58%.

RPMMX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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