RMSIX Mutual Fund

NAV$4.19

Returns Overview

1 Month
-0.06%
3 Months
+0.40%
6 Months
+2.17%
YTD
-0.06%
1 Year
+3.49%
3 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMSIX 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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-0.06%
Peer Avg (YTD)
+0.49%
vs Peers
-0.54%

RMSIX Mutual Fund Performance

RMSIX performance across multiple time periods: 1-month -0.06%, YTD -0.06%, 1-year 3.49%, 3-year 2.81%.

RMSIX returns trail the peer average of 0.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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