RMFHX Mutual Fund

RMFHX Mutual Fund

NAV$65.43
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Returns Overview

1 Month
+0.78%
3 Months
+5.26%
6 Months
+7.55%
YTD
+9.10%
1 Year
+16.22%
3 Years (annualized)
+14.26%
5 Years (annualized)
+10.52%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMFHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+11.41%
vs Peers
-2.32%

RMFHX Mutual Fund Performance

RMFHX performance across multiple time periods: 1-month 0.78%, YTD 9.10%, 1-year 16.22%, 3-year 14.26%, 5-year 10.52%, 10-year 11.08%.

RMFHX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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