RMOMX Mutual Fund

NAV$26.26

Returns Overview

1 Month
+3.67%
3 Months
+19.35%
6 Months
+13.81%
YTD
+12.65%
1 Year
+15.14%
3 Years (annualized)
+15.38%
5 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMOMX 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)
+12.65%
Peer Avg (YTD)
+10.82%
vs Peers
+1.84%

RMOMX Mutual Fund Performance

RMOMX performance across multiple time periods: 1-month 3.67%, YTD 12.65%, 1-year 15.14%, 3-year 15.38%, 5-year 2.68%.

RMOMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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