RMLPX

Mutual fund

$33.90 -$0.28 (-0.82%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $24.14High $35.18

Has RMLPX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RMLPX returned +48.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RMLPX
+48.1%
S&P 500
+16.6%
Largest decline 
RMLPX
9.1%
S&P 500
8.9%
Risk-adjusted return 
RMLPX
2.04
S&P 500
0.97
Downside risk-adjusted return 
RMLPX
3.14
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

PeriodRMLPXS&P 500
1 month -0.7% +0.6%
3 months +1.3% +3.4%
Year to date +41.7% +13.3%
1 year +48.1% +16.6%
3 years (annualized) +26.9% +23.1%

Volatility (1-year, annualized): 18.2% · Largest decline (max drawdown, since Oct 2021): 22.8%

How are your investments doing?

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