RAMHX Mutual Fund

RAMHX Mutual Fund

NAV$39.82
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Returns Overview

1 Month
-1.57%
3 Months
+2.29%
6 Months
+5.38%
YTD
+7.35%
1 Year
+17.17%
3 Years (annualized)
+15.01%
5 Years (annualized)
+8.60%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAMHX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.35%
Peer Avg (YTD)
+5.54%
vs Peers
+1.81%

RAMHX Mutual Fund Performance

RAMHX performance across multiple time periods: 1-month -1.57%, YTD 7.35%, 1-year 17.17%, 3-year 15.01%, 5-year 8.60%, 10-year 9.44%.

RAMHX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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