RMOCX Mutual Fund

NAV$19.24

Returns Overview

1 Month
+3.57%
3 Months
+18.99%
6 Months
+13.22%
YTD
+12.09%
1 Year
+13.92%
3 Years (annualized)
+14.16%
5 Years (annualized)
+1.59%
10 Years (annualized)
+8.16%

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
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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+10.82%
vs Peers
+1.28%

RMOCX Mutual Fund Performance

RMOCX performance across multiple time periods: 1-month 3.57%, YTD 12.09%, 1-year 13.92%, 3-year 14.16%, 5-year 1.59%, 10-year 8.16%.

RMOCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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