RMBGX Mutual Fund

RMBGX Mutual Fund

NAV$40.78
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Returns Overview

1 Month
+0.48%
3 Months
+4.10%
6 Months
+21.39%
YTD
+10.74%
1 Year
+15.67%
3 Years (annualized)
+14.15%
5 Years (annualized)
+7.12%
10 Years (annualized)
+12.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+8.68%
vs Peers
+2.06%

RMBGX Mutual Fund Performance

RMBGX performance across multiple time periods: 1-month 0.48%, YTD 10.74%, 1-year 15.67%, 3-year 14.15%, 5-year 7.12%, 10-year 12.88%.

RMBGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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