RMOCX Mutual Fund

RMOCX Mutual Fund

NAV$18.31
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Returns Overview

1 Month
-7.00%
3 Months
+2.44%
6 Months
+4.37%
YTD
+5.30%
1 Year
+2.83%
3 Years (annualized)
+11.07%
5 Years (annualized)
-0.34%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMOCX 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
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🏦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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+9.54%
vs Peers
-4.24%

RMOCX Mutual Fund Performance

RMOCX performance across multiple time periods: 1-month -7.00%, YTD 5.30%, 1-year 2.83%, 3-year 11.07%, 5-year -0.34%, 10-year 7.09%.

RMOCX returns trail the peer average of 9.54% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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