RMQAX Mutual Fund

NAV$649.82

Returns Overview

1 Month
-0.77%
3 Months
+56.51%
6 Months
+36.19%
YTD
+36.75%
1 Year
+63.51%
3 Years (annualized)
+45.93%
5 Years (annualized)
+23.64%
10 Years (annualized)
+38.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMQAX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+36.75%
Peer Avg (YTD)
+3.47%
vs Peers
+33.27%

RMQAX Mutual Fund Performance

RMQAX performance across multiple time periods: 1-month -0.77%, YTD 36.75%, 1-year 63.51%, 3-year 45.93%, 5-year 23.64%, 10-year 38.82%.

RMQAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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