UK markets open in 3 hours 8 minutes

Reinhart Mid Cap PMV Inv (RPMMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.08+0.05 (+0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.73%
5-year average return6.38%
Number of years up7
Number of years down4
Best 1-yr total return (3 Jun 2024)30.38%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return30.38%
Worst 3-yr total return2.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRPMMXCategory
YTD-0.54%21.28%
1-month-6.98%-1.96%
3-month1.52%4.90%
1-year6.00%55.83%
3-year1.49%11.08%
5-year4.80%11.93%
10-year5.81%10.64%
Last bull market27.21%25.54%
Last bear market-11.42%-22.08%

Annual total return (%) history

Year
RPMMXCategory
2024
N/AN/A
2023
5.62%N/A
2022
-7.42%N/A
2021
25.92%N/A
2020
-0.82%2.63%
2019
24.40%25.18%
2018
-11.71%-12.86%
2017
10.47%13.22%
2016
20.66%18.06%
2015
-3.51%-5.41%
2014
6.23%9.31%
2013
30.38%35.14%
2012
N/A16.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
2023-2.39%3.67%-5.07%9.95%
2022-0.11%-11.42%-6.36%11.73%
202113.34%3.77%-1.40%8.59%
2020-32.66%17.68%2.29%22.37%
201913.69%3.17%-0.07%6.13%
20180.84%4.73%1.71%-17.81%
20172.88%1.59%0.56%5.10%
20166.39%3.62%3.21%6.04%
20154.67%-1.03%-7.70%0.92%
20142.41%6.14%-3.97%1.76%
201312.97%2.34%5.92%6.46%
20123.84%1.71%N/AN/A

Rank in category (by total return)

YTD86
1-month97
3-month86
1-year91
3-year89
5-year97

Load adjusted returns

1-year6.00%
3-year1.49%
5-year4.80%
10-year5.81%