RMVIX Mutual Fund

RMVIX Mutual Fund

NAV$29.10
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Returns Overview

1 Month
+8.62%
3 Months
+13.69%
6 Months
+8.78%
YTD
+7.40%
1 Year
+10.30%
3 Years (annualized)
+8.70%
5 Years (annualized)
+13.98%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMVIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Microcap Value(^RUMICV)
This Mutual Fund (YTD)
+7.40%
Peer Avg (YTD)
+4.49%
vs Peers
+2.91%

RMVIX Mutual Fund Performance

RMVIX performance across multiple time periods: 1-month 8.62%, YTD 7.40%, 1-year 10.30%, 3-year 8.70%, 5-year 13.98%, 10-year 8.44%.

RMVIX returns outperform the peer average of 4.49% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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