RMBNX Mutual Fund

RMBNX Mutual Fund

NAV$51.24
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Returns Overview

1 Month
-3.31%
3 Months
-5.19%
6 Months
+12.31%
YTD
+14.49%
1 Year
+25.64%
3 Years (annualized)
+20.78%
5 Years (annualized)
+7.35%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBNX 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)
+14.49%
Peer Avg (YTD)
+7.91%
vs Peers
+6.58%

RMBNX Mutual Fund Performance

RMBNX performance across multiple time periods: 1-month -3.31%, YTD 14.49%, 1-year 25.64%, 3-year 20.78%, 5-year 7.35%, 10-year 9.77%.

RMBNX returns outperform the peer average of 7.91% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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