RMLPX Mutual Fund

RMLPX Mutual Fund

NAV$34.67
See how much of RMLPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.53%
3 Months
+3.24%
6 Months
+27.22%
YTD
+39.50%
1 Year
+44.46%
3 Years (annualized)
+28.06%
5 Years (annualized)
+27.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLPX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+39.50%
Peer Avg (YTD)
+19.98%
vs Peers
+19.52%

RMLPX Mutual Fund Performance

RMLPX performance across multiple time periods: 1-month 8.53%, YTD 39.50%, 1-year 44.46%, 3-year 28.06%, 5-year 27.53%.

RMLPX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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