RMLCX Mutual Fund

RMLCX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.51%
3 Months
+1.19%
6 Months
+3.42%
YTD
+4.80%
1 Year
+10.76%
3 Years (annualized)
+8.50%
5 Years (annualized)
+3.06%
10 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLCX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+3.39%
vs Peers
+1.41%

RMLCX Mutual Fund Performance

RMLCX performance across multiple time periods: 1-month -0.51%, YTD 4.80%, 1-year 10.76%, 3-year 8.50%, 5-year 3.06%, 10-year 3.64%.

RMLCX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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