RMBKX Mutual Fund

RMBKX Mutual Fund

NAV$60.58
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Returns Overview

1 Month
-3.25%
3 Months
-5.01%
6 Months
+12.72%
YTD
+15.12%
1 Year
+26.62%
3 Years (annualized)
+21.70%
5 Years (annualized)
+8.16%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBKX 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
NASDAQ Bank Total Return Index(^NDXBKXTR)
This Mutual Fund (YTD)
+15.12%
Peer Avg (YTD)
+7.91%
vs Peers
+7.21%

RMBKX Mutual Fund Performance

RMBKX performance across multiple time periods: 1-month -3.25%, YTD 15.12%, 1-year 26.62%, 3-year 21.70%, 5-year 8.16%, 10-year 10.60%.

RMBKX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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