RMOMX Mutual Fund

RMOMX Mutual Fund

NAV$23.52
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Returns Overview

1 Month
-5.80%
3 Months
-7.37%
6 Months
-4.86%
YTD
-2.89%
1 Year
-4.41%
3 Years (annualized)
+15.18%
5 Years (annualized)
-1.24%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMOMX 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)
-2.89%
Peer Avg (YTD)
+10.76%
vs Peers
-13.65%

RMOMX Mutual Fund Performance

RMOMX performance across multiple time periods: 1-month -5.80%, YTD -2.89%, 1-year -4.41%, 3-year 15.18%, 5-year -1.24%, 10-year 7.68%.

RMOMX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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