RRMVX Mutual Fund

RRMVX Mutual Fund

NAV$37.53
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Returns Overview

1 Month
+6.17%
3 Months
-0.48%
6 Months
+6.76%
YTD
+19.22%
1 Year
+22.16%
3 Years (annualized)
+20.18%
5 Years (annualized)
+10.81%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRMVX 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
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+19.22%
Peer Avg (YTD)
+10.76%
vs Peers
+8.46%

RRMVX Mutual Fund Performance

RRMVX performance across multiple time periods: 1-month 6.17%, YTD 19.22%, 1-year 22.16%, 3-year 20.18%, 5-year 10.81%, 10-year 11.03%.

RRMVX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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