RPMMX Mutual Fund

NAV$18.53

Returns Overview

1 Month
+1.94%
3 Months
+8.94%
6 Months
+5.36%
YTD
+5.10%
1 Year
+5.82%
3 Years (annualized)
+4.11%
5 Years (annualized)
+2.51%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RPMMX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+10.82%
vs Peers
-5.71%

RPMMX Mutual Fund Performance

RPMMX performance across multiple time periods: 1-month 1.94%, YTD 5.10%, 1-year 5.82%, 3-year 4.11%, 5-year 2.51%, 10-year 5.77%.

RPMMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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