RMLSX Mutual Fund

NAV$10.84
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Returns Overview

1 Month
+0.19%
3 Months
+6.84%
6 Months
+6.12%
YTD
+5.91%
1 Year
+12.68%
3 Years (annualized)
+10.31%
5 Years (annualized)
+4.35%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLSX 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

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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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+4.14%
vs Peers
+1.77%

RMLSX Mutual Fund Performance

RMLSX performance across multiple time periods: 1-month 0.19%, YTD 5.91%, 1-year 12.68%, 3-year 10.31%, 5-year 4.35%, 10-year 4.86%.

RMLSX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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