RRMVX Mutual Fund

NAV$37.65

Returns Overview

1 Month
+4.62%
3 Months
+15.75%
6 Months
+19.67%
YTD
+18.45%
1 Year
+29.38%
3 Years (annualized)
+14.17%
5 Years (annualized)
+9.84%
10 Years (annualized)
+10.28%

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
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 Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+18.45%
Peer Avg (YTD)
+10.82%
vs Peers
+7.63%

RRMVX Mutual Fund Performance

RRMVX performance across multiple time periods: 1-month 4.62%, YTD 18.45%, 1-year 29.38%, 3-year 14.17%, 5-year 9.84%, 10-year 10.28%.

RRMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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