RMRGX Mutual Fund

RMRGX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
+0.19%
3 Months
+0.76%
6 Months
+2.31%
YTD
+2.51%
1 Year
+2.31%
3 Years (annualized)
+4.91%
5 Years (annualized)
+1.93%
10 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMRGX 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
Dow Jones Select Dividend Total Return Index
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+8.49%
vs Peers
-5.98%

RMRGX Mutual Fund Performance

RMRGX performance across multiple time periods: 1-month 0.19%, YTD 2.51%, 1-year 2.31%, 3-year 4.91%, 5-year 1.93%, 10-year 2.80%.

RMRGX returns trail the peer average of 8.49% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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