RMLVX Mutual Fund

RMLVX Mutual Fund

NAV$10.38
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Returns Overview

1 Month
+0.85%
3 Months
+0.48%
6 Months
+2.79%
YTD
+6.10%
1 Year
+10.09%
3 Years (annualized)
+9.92%
5 Years (annualized)
+3.62%
10 Years (annualized)
+4.22%

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)
+6.10%
Peer Avg (YTD)
+3.78%
vs Peers
+2.32%

RMLVX Mutual Fund Performance

RMLVX performance across multiple time periods: 1-month 0.85%, YTD 6.10%, 1-year 10.09%, 3-year 9.92%, 5-year 3.62%, 10-year 4.22%.

RMLVX returns outperform the peer average of 3.78% 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.