RMAEX Mutual Fund

RMAEX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-1.28%
3 Months
-1.08%
6 Months
-1.31%
YTD
-1.08%
1 Year
+2.74%
3 Years (annualized)
+3.56%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMAEX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-1.08%
Peer Avg (YTD)
+0.12%
vs Peers
-1.20%

RMAEX Mutual Fund Performance

RMAEX performance across multiple time periods: 1-month -1.28%, YTD -1.08%, 1-year 2.74%, 3-year 3.56%, 5-year -0.06%, 10-year 1.22%.

RMAEX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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