RMI ETF

$15.77

Returns Overview

1 Month
+1.56%
3 Months
+5.33%
6 Months
+5.42%
YTD
+5.16%
1 Year
+12.11%
3 Years (annualized)
+5.05%
5 Years (annualized)
-1.62%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RMI 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This ETF (YTD)
+5.16%
Peer Avg (YTD)
+1.79%
vs Peers
+3.37%

RMI ETF Performance

RMI performance across multiple time periods: 1-month 1.56%, YTD 5.16%, 1-year 12.11%, 3-year 5.05%, 5-year -1.62%.

RMI returns outperform the peer average of 1.79% YTD. With an expense ratio of 3.34%, investors should weigh costs against performance when evaluating this ETF.

RMI performance comparison shows side-by-side returns with another fund. RMI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.56%N/A
3 Months+5.33%N/A
6 Months+5.42%N/A
1 Year+12.11%N/A
3 Years+5.05%N/A
5 Years-1.62%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized