RMATX Mutual Fund

RMATX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
+1.59%
3 Months
+0.99%
6 Months
+3.54%
YTD
+8.93%
1 Year
+14.39%
3 Years (annualized)
+13.80%
5 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMATX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+3.78%
vs Peers
+5.16%

RMATX Mutual Fund Performance

RMATX performance across multiple time periods: 1-month 1.59%, YTD 8.93%, 1-year 14.39%, 3-year 13.80%, 5-year 6.64%.

RMATX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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