RMORX Mutual Fund

RMORX Mutual Fund

NAV$28.11
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Returns Overview

1 Month
-0.72%
3 Months
-4.22%
6 Months
+3.00%
YTD
+5.25%
1 Year
+3.11%
3 Years (annualized)
+13.41%
5 Years (annualized)
+0.63%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMORX 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)
+5.25%
Peer Avg (YTD)
+9.89%
vs Peers
-4.64%

RMORX Mutual Fund Performance

RMORX performance across multiple time periods: 1-month -0.72%, YTD 5.25%, 1-year 3.11%, 3-year 13.41%, 5-year 0.63%, 10-year 8.34%.

RMORX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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