RMLPX Mutual Fund

NAV$32.43

Returns Overview

1 Month
-0.41%
3 Months
-1.47%
6 Months
+28.53%
YTD
+26.74%
1 Year
+34.41%
3 Years (annualized)
+27.40%
5 Years (annualized)
+23.89%

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

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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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+26.74%
Peer Avg (YTD)
+14.02%
vs Peers
+12.71%

RMLPX Mutual Fund Performance

RMLPX performance across multiple time periods: 1-month -0.41%, YTD 26.74%, 1-year 34.41%, 3-year 27.40%, 5-year 23.89%.

RMLPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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