RMYAX Mutual Fund

NAV$10.51

Returns Overview

1 Month
-0.85%
3 Months
+1.15%
6 Months
+1.06%
YTD
+3.65%
1 Year
+11.70%
3 Years (annualized)
+9.81%
5 Years (annualized)
+4.07%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMYAX 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 US Broad Investment Grade Composite Index
This Mutual Fund (YTD)
+3.65%
Peer Avg (YTD)
+4.14%
vs Peers
-0.49%

RMYAX Mutual Fund Performance

RMYAX performance across multiple time periods: 1-month -0.85%, YTD 3.65%, 1-year 11.70%, 3-year 9.81%, 5-year 4.07%, 10-year 4.88%.

RMYAX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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