RRMGX Mutual Fund

NAV$88.24

Returns Overview

1 Month
+2.39%
3 Months
+9.18%
6 Months
+4.58%
YTD
+3.96%
1 Year
+6.92%
3 Years (annualized)
+5.21%
5 Years (annualized)
+1.09%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRMGX 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
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+10.82%
vs Peers
-6.85%

RRMGX Mutual Fund Performance

RRMGX performance across multiple time periods: 1-month 2.39%, YTD 3.96%, 1-year 6.92%, 3-year 5.21%, 5-year 1.09%, 10-year 8.97%.

RRMGX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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