RMLVX Mutual Fund

RMLVX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
-0.46%
3 Months
+1.34%
6 Months
+3.78%
YTD
+5.20%
1 Year
+11.38%
3 Years (annualized)
+9.06%
5 Years (annualized)
+3.59%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMLVX 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)
+5.20%
Peer Avg (YTD)
+3.39%
vs Peers
+1.81%

RMLVX Mutual Fund Performance

RMLVX performance across multiple time periods: 1-month -0.46%, YTD 5.20%, 1-year 11.38%, 3-year 9.06%, 5-year 3.59%, 10-year 4.18%.

RMLVX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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