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Invest TodayINCEPTION (08/26/2012)
8 YRS
AVG. ANNUAL RETURN
3.19%
S&P RETURN
12.87%
(RMF) rgarga's Mutual Fund
RMF Growth of $10,000
RMF Model*
RMF Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 08/28/2018
RMF Model Month By Month (As Of: 07/02/2020)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RMF YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | -7.08% | -8.09% | -33.04% | 12.11% | -0.36% | 5.94% | -1.60% | - | - | - | - | - | -33.41% | -2.13% |
| 2019 | 14.24% | 4.07% | -1.52% | 5.91% | -7.80% | 6.30% | 2.15% | -5.18% | 4.78% | 4.16% | 5.34% | -0.73% | 34.36% | 31.49% |
| 2018 | 6.66% | -9.35% | -2.64% | -0.68% | 3.72% | 0.48% | 2.48% | 2.32% | -2.73% | -5.89% | 1.23% | -14.34% | -18.90% | -4.38% |
| 2017 | 2.40% | 2.71% | -0.76% | -2.22% | -5.22% | 5.01% | 2.17% | -4.08% | 0.74% | -2.69% | 2.51% | 2.85% | 2.88% | 21.83% |
| 2016 | 0.46% | -1.61% | 4.99% | -0.15% | 2.96% | -0.93% | 2.24% | -0.97% | -1.74% | -3.27% | 6.82% | 3.77% | 12.75% | 11.96% |
| 2015 | -6.80% | 5.84% | -2.32% | 5.57% | 1.31% | -0.81% | 0.76% | -7.85% | -3.96% | 5.59% | 1.10% | -2.38% | -5.01% | 1.38% |
| 2014 | -3.89% | 4.26% | 3.28% | 0.21% | 1.23% | 3.20% | 2.48% | 2.57% | -0.15% | -1.51% | 1.43% | -0.42% | 13.13% | 13.69% |
| 2013 | 6.52% | -0.02% | 5.64% | -0.17% | 7.14% | -2.94% | 5.42% | -4.64% | 2.72% | 3.41% | 4.10% | 4.07% | 35.12% | 32.39% |
| 2012 | - | - | - | - | - | - | - | -0.72% | 3.91% | 0.24% | -2.88% | 5.07% | 5.52% | 1.91% |
Returns greater than 5%
Returns less than -5%
RMF Composite Month By Month (As Of: 12/31/2019)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RMF YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 14.32% | 4.11% | -1.49% | 5.92% | -7.78% | 6.22% | 2.10% | -5.01% | 4.71% | 3.92% | 5.17% | -0.81% | 33.90% | 31.49% |
| 2018 | 6.86% | -9.21% | -2.80% | -0.64% | 3.96% | 0.64% | 2.82% | 3.38% | -2.39% | -5.99% | 1.21% | -14.38% | -17.14% | -4.38% |
| 2017 | 2.79% | 2.87% | -0.64% | -2.09% | -5.05% | 4.49% | 2.03% | -3.89% | 0.90% | -2.67% | 2.67% | 3.01% | 3.95% | 21.83% |
| 2016 | 1.18% | -3.79% | 5.03% | -0.07% | 2.97% | -0.75% | 2.38% | -0.85% | -1.58% | -3.15% | 7.13% | 3.94% | 12.52% | 11.96% |
| 2015 | - | - | - | - | - | - | - | - | - | 5.74% | 1.31% | -2.41% | 4.54% | -1.28% ** |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.
RMF Top 5 Holdings (As Of: 07/06/2020)
| Symbol | Name | % Fund |
|---|---|---|
| WFC | WELLS FARGO & CO ... | 15.76% |
| SYF | SYNCHRONY FINL COM | 13.38% |
| SRG | SERITAGE GROWTH P... | 12.70% |
| FITB | FIFTH THIRD BANCORP | 11.09% |
| USB | US BANCORP DEL | 9.83% |
| Total | 62.76% |