RRMVX Mutual Fund

RRMVX Mutual Fund

NAV$37.46
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Returns Overview

1 Month
+0.11%
3 Months
+7.28%
6 Months
+13.92%
YTD
+19.80%
1 Year
+27.65%
3 Years (annualized)
+14.98%
5 Years (annualized)
+11.78%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRMVX 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
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🏦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
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+19.80%
Peer Avg (YTD)
+9.54%
vs Peers
+10.26%

RRMVX Mutual Fund Performance

RRMVX performance across multiple time periods: 1-month 0.11%, YTD 19.80%, 1-year 27.65%, 3-year 14.98%, 5-year 11.78%, 10-year 10.92%.

RRMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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