RMATX Mutual Fund

NAV$12.57

Returns Overview

1 Month
-0.87%
3 Months
+0.56%
6 Months
+3.12%
YTD
+5.72%
1 Year
+15.86%
3 Years (annualized)
+13.45%
5 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMATX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+4.14%
vs Peers
+1.58%

RMATX Mutual Fund Performance

RMATX performance across multiple time periods: 1-month -0.87%, YTD 5.72%, 1-year 15.86%, 3-year 13.45%, 5-year 6.51%.

RMATX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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