RIMHX Mutual Fund

RIMHX Mutual Fund

NAV$24.67
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Returns Overview

1 Month
-1.83%
3 Months
+4.65%
6 Months
+1.68%
YTD
+4.74%
1 Year
+13.65%
3 Years (annualized)
+3.95%
5 Years (annualized)
+10.74%
10 Years (annualized)
+6.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIMHX 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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+4.74%
Peer Avg (YTD)
+1.47%
vs Peers
+3.27%

RIMHX Mutual Fund Performance

RIMHX performance across multiple time periods: 1-month -1.83%, YTD 4.74%, 1-year 13.65%, 3-year 3.95%, 5-year 10.74%, 10-year 6.32%.

RIMHX returns outperform the peer average of 1.47% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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