RMLUX Mutual Fund

RMLUX Mutual Fund

NAV$9.58
See how much of RMLUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.10%
6 Months
-2.24%
YTD
-2.24%
1 Year
+0.18%
3 Years (annualized)
+4.00%
5 Years (annualized)
+3.04%
10 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-2.24%
Peer Avg (YTD)
+2.86%
vs Peers
-5.11%

RMLUX Mutual Fund Performance

RMLUX performance across multiple time periods: YTD -2.24%, 1-year 0.18%, 3-year 4.00%, 5-year 3.04%, 10-year 2.99%.

RMLUX returns trail the peer average of 2.86% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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