RMFCX Mutual Fund

NAV$65.58
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Returns Overview

1 Month
+2.16%
3 Months
+10.26%
6 Months
+8.70%
YTD
+7.98%
1 Year
+16.14%
3 Years (annualized)
+14.37%
5 Years (annualized)
+10.10%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMFCX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+9.49%
vs Peers
-1.51%

RMFCX Mutual Fund Performance

RMFCX performance across multiple time periods: 1-month 2.16%, YTD 7.98%, 1-year 16.14%, 3-year 14.37%, 5-year 10.10%, 10-year 10.68%.

RMFCX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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