RMFFX Mutual Fund

NAV$66.38

Returns Overview

1 Month
+2.20%
3 Months
+10.42%
6 Months
+9.02%
YTD
+8.29%
1 Year
+16.83%
3 Years (annualized)
+15.05%
5 Years (annualized)
+10.75%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMFFX 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)
+8.29%
Peer Avg (YTD)
+9.49%
vs Peers
-1.20%

RMFFX Mutual Fund Performance

RMFFX performance across multiple time periods: 1-month 2.20%, YTD 8.29%, 1-year 16.83%, 3-year 15.05%, 5-year 10.75%, 10-year 11.33%.

RMFFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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