RMFEX Mutual Fund

NAV$65.72

Returns Overview

1 Month
+2.17%
3 Months
+10.32%
6 Months
+8.85%
YTD
+8.14%
1 Year
+16.47%
3 Years (annualized)
+14.71%
5 Years (annualized)
+10.42%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMFEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+9.49%
vs Peers
-1.35%

RMFEX Mutual Fund Performance

RMFEX performance across multiple time periods: 1-month 2.17%, YTD 8.14%, 1-year 16.47%, 3-year 14.71%, 5-year 10.42%, 10-year 11.00%.

RMFEX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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