RIMOX Mutual Fund

NAV$19.60

Returns Overview

3 Months
-0.71%
6 Months
-1.16%
YTD
-0.51%
1 Year
+6.56%
3 Years (annualized)
+7.70%
5 Years (annualized)
+3.26%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIMOX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Multiverse Total Return Index (Value Hedged USD)(BMT)
This Mutual Fund (YTD)
-0.51%
Peer Avg (YTD)
+3.23%
vs Peers
-3.73%

RIMOX Mutual Fund Performance

RIMOX performance across multiple time periods: YTD -0.51%, 1-year 6.56%, 3-year 7.70%, 5-year 3.26%, 10-year 4.15%.

RIMOX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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