RRMVX Mutual Fund

RRMVX Mutual Fund

NAV$35.74
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Returns Overview

1 Month
-5.48%
3 Months
-6.17%
6 Months
+8.61%
YTD
+11.14%
1 Year
+13.84%
3 Years (annualized)
+15.92%
5 Years (annualized)
+11.65%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRMVX 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
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+6.72%
vs Peers
+4.42%

RRMVX Mutual Fund Performance

RRMVX performance across multiple time periods: 1-month -5.48%, YTD 11.14%, 1-year 13.84%, 3-year 15.92%, 5-year 11.65%, 10-year 10.79%.

RRMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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