RMLCX

Mutual fund

$9.83 -$0.02 (-0.20%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.54High $10.19

Has RMLCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RMLCX returned +4.0%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RMLCX
+4.0%
S&P 500
+16.6%
Largest decline 
RMLCX
5.4%
S&P 500
8.9%
Risk-adjusted return 
RMLCX
0.05
S&P 500
0.97
Downside risk-adjusted return 
RMLCX
0.07
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRMLCXS&P 500
1 month -1.0% +0.6%
3 months -1.4% +3.4%
Year to date +2.7% +13.3%
1 year +4.0% +16.6%
3 years (annualized) +10.0% +23.1%

Volatility (1-year, annualized): 6.5% · Largest decline (max drawdown, since Oct 2021): 21.3%

How are your investments doing?

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