RMCFX Mutual Fund

NAV$14.75

Returns Overview

1 Month
+8.11%
3 Months
+33.05%
6 Months
+45.30%
YTD
+43.68%
1 Year
+66.94%
3 Years (annualized)
+23.55%
5 Years (annualized)
+10.71%
10 Years (annualized)
+13.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMCFX 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
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
+43.68%
Peer Avg (YTD)
+18.52%
vs Peers
+25.16%

RMCFX Mutual Fund Performance

RMCFX performance across multiple time periods: 1-month 8.11%, YTD 43.68%, 1-year 66.94%, 3-year 23.55%, 5-year 10.71%, 10-year 13.72%.

RMCFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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