RMUCX Mutual Fund

NAV$14.18

Returns Overview

1 Month
+1.10%
3 Months
+3.58%
6 Months
+3.11%
YTD
+3.11%
1 Year
+7.60%
3 Years (annualized)
+2.34%
5 Years (annualized)
-0.78%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMUCX 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
US Consumer Price Index
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+1.79%
vs Peers
+1.32%

RMUCX Mutual Fund Performance

RMUCX performance across multiple time periods: 1-month 1.10%, YTD 3.11%, 1-year 7.60%, 3-year 2.34%, 5-year -0.78%, 10-year 2.59%.

RMUCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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