RMLSX Mutual Fund

RMLSX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
-0.45%
3 Months
+1.43%
6 Months
+4.04%
YTD
+5.44%
1 Year
+11.89%
3 Years (annualized)
+9.55%
5 Years (annualized)
+4.03%
10 Years (annualized)
+4.62%

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
PROUpgrade to run
🏦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)
+5.44%
Peer Avg (YTD)
+3.39%
vs Peers
+2.05%

RMLSX Mutual Fund Performance

RMLSX performance across multiple time periods: 1-month -0.45%, YTD 5.44%, 1-year 11.89%, 3-year 9.55%, 5-year 4.03%, 10-year 4.62%.

RMLSX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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