RMLVX Mutual Fund

NAV$10.66

Returns Overview

1 Month
+0.09%
3 Months
+6.62%
6 Months
+5.89%
YTD
+5.69%
1 Year
+12.07%
3 Years (annualized)
+9.81%
5 Years (annualized)
+3.88%
10 Years (annualized)
+4.41%

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

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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)
+5.69%
Peer Avg (YTD)
+4.14%
vs Peers
+1.54%

RMLVX Mutual Fund Performance

RMLVX performance across multiple time periods: 1-month 0.09%, YTD 5.69%, 1-year 12.07%, 3-year 9.81%, 5-year 3.88%, 10-year 4.41%.

RMLVX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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