RMIIX Mutual Fund

NAV$11.74

Returns Overview

1 Month
+2.69%
3 Months
+4.94%
6 Months
+4.45%
YTD
+11.30%
1 Year
+11.30%
3 Years (annualized)
+11.21%
5 Years (annualized)
+7.48%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMIIX 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 Total Return Index(^SP500TR:SP)

RMIIX Mutual Fund Performance

RMIIX performance across multiple time periods: 1-month 2.69%, YTD 11.30%, 1-year 11.30%, 3-year 11.21%, 5-year 7.48%, 10-year 6.69%.

RMIIX returns can be compared against peers and benchmarks. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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