RMLPX Mutual Fund

RMLPX Mutual Fund

NAV$32.88
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Returns Overview

1 Month
+3.41%
3 Months
+11.78%
6 Months
+20.59%
YTD
+44.25%
1 Year
+46.25%
3 Years (annualized)
+28.85%
5 Years (annualized)
+28.74%

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
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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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+44.25%
Peer Avg (YTD)
+25.30%
vs Peers
+18.95%

RMLPX Mutual Fund Performance

RMLPX performance across multiple time periods: 1-month 3.41%, YTD 44.25%, 1-year 46.25%, 3-year 28.85%, 5-year 28.74%.

RMLPX returns outperform the peer average of 25.30% 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.