RMLRX Mutual Fund

RMLRX Mutual Fund

NAV$10.89
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Returns Overview

1 Month
-0.43%
3 Months
+1.53%
6 Months
+4.08%
YTD
+5.58%
1 Year
+12.05%
3 Years (annualized)
+9.66%
5 Years (annualized)
+4.12%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLRX 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)
+5.58%
Peer Avg (YTD)
+3.39%
vs Peers
+2.19%

RMLRX Mutual Fund Performance

RMLRX performance across multiple time periods: 1-month -0.43%, YTD 5.58%, 1-year 12.05%, 3-year 9.66%, 5-year 4.12%, 10-year 4.71%.

RMLRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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