RMSVX Mutual Fund

NAV$4.17

Returns Overview

1 Month
-0.08%
3 Months
+0.57%
6 Months
+2.05%
YTD
-0.08%
1 Year
+2.94%
3 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMSVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+0.49%
vs Peers
-0.57%

RMSVX Mutual Fund Performance

RMSVX performance across multiple time periods: 1-month -0.08%, YTD -0.08%, 1-year 2.94%, 3-year 2.83%.

RMSVX returns trail the peer average of 0.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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