RMOCX Mutual Fund

RMOCX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
-5.88%
3 Months
-7.63%
6 Months
-5.37%
YTD
-3.70%
1 Year
-5.42%
3 Years (annualized)
+13.97%
5 Years (annualized)
-2.29%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMOCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
-3.70%
Peer Avg (YTD)
+10.76%
vs Peers
-14.46%

RMOCX Mutual Fund Performance

RMOCX performance across multiple time periods: 1-month -5.88%, YTD -3.70%, 1-year -5.42%, 3-year 13.97%, 5-year -2.29%, 10-year 6.61%.

RMOCX returns trail the peer average of 10.76% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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