RMOYX Mutual Fund

RMOYX Mutual Fund

NAV$25.25
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Returns Overview

1 Month
-5.78%
3 Months
-7.35%
6 Months
-4.80%
YTD
-2.77%
1 Year
-4.30%
3 Years (annualized)
+15.29%
5 Years (annualized)
-1.14%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMOYX 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)
-2.77%
Peer Avg (YTD)
+8.01%
vs Peers
-10.78%

RMOYX Mutual Fund Performance

RMOYX performance across multiple time periods: 1-month -5.78%, YTD -2.77%, 1-year -4.30%, 3-year 15.29%, 5-year -1.14%, 10-year 7.85%.

RMOYX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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