REMTX Mutual Fund

NAV$23.08

Returns Overview

1 Month
+0.57%
3 Months
+15.30%
6 Months
+11.41%
YTD
+10.55%
1 Year
+21.56%
3 Years (annualized)
+18.40%
5 Years (annualized)
+9.64%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REMTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+7.64%
vs Peers
+2.91%

REMTX Mutual Fund Performance

REMTX performance across multiple time periods: 1-month 0.57%, YTD 10.55%, 1-year 21.56%, 3-year 18.40%, 5-year 9.64%, 10-year 12.30%.

REMTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

REMTX performance comparison shows side-by-side returns with another fund. REMTX alternatives are available in the Mutual Fund Screener.