RMBHX Mutual Fund

RMBHX Mutual Fund

NAV$39.98
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Returns Overview

1 Month
+0.46%
3 Months
+4.02%
6 Months
+21.25%
YTD
+10.55%
1 Year
+15.37%
3 Years (annualized)
+13.86%
5 Years (annualized)
+6.86%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBHX 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)
+10.55%
Peer Avg (YTD)
+8.67%
vs Peers
+1.88%

RMBHX Mutual Fund Performance

RMBHX performance across multiple time periods: 1-month 0.46%, YTD 10.55%, 1-year 15.37%, 3-year 13.86%, 5-year 6.86%, 10-year 9.40%.

RMBHX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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