RIMOX Mutual Fund

RIMOX Mutual Fund

NAV$19.66
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Returns Overview

3 Months
+0.78%
6 Months
+1.50%
YTD
+2.17%
1 Year
+5.86%
3 Years (annualized)
+7.24%
5 Years (annualized)
+3.24%
10 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIMOX 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
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📉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
Bloomberg Multiverse Total Return Index (Value Hedged USD)(BMT)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+0.12%
vs Peers
+2.05%

RIMOX Mutual Fund Performance

RIMOX performance across multiple time periods: YTD 2.17%, 1-year 5.86%, 3-year 7.24%, 5-year 3.24%, 10-year 3.96%.

RIMOX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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