RMBMX Mutual Fund

RMBMX Mutual Fund

NAV$11.00
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Returns Overview

1 Month
-4.53%
3 Months
-9.58%
6 Months
+4.19%
YTD
+2.15%
1 Year
+1.70%
3 Years (annualized)
+9.26%
5 Years (annualized)
+3.57%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBMX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+6.72%
vs Peers
-4.58%

RMBMX Mutual Fund Performance

RMBMX performance across multiple time periods: 1-month -4.53%, YTD 2.15%, 1-year 1.70%, 3-year 9.26%, 5-year 3.57%, 10-year 9.49%.

RMBMX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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