RMIAX Mutual Fund

RMIAX Mutual Fund

NAV$11.73

Returns Overview

1 Month
+2.65%
3 Months
+4.81%
6 Months
+4.34%
YTD
+11.06%
1 Year
+11.06%
3 Years (annualized)
+11.03%
5 Years (annualized)
+7.26%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMIAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)

RMIAX Mutual Fund Performance

RMIAX performance across multiple time periods: 1-month 2.65%, YTD 11.06%, 1-year 11.06%, 3-year 11.03%, 5-year 7.26%, 10-year 6.49%.

RMIAX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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