RMBVX Mutual Fund

RMBVX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
-3.70%
3 Months
-4.95%
6 Months
-3.76%
YTD
-3.93%
1 Year
-2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBVX 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
ICE BofA 1-12 Year AAA-AA Index
This Mutual Fund (YTD)
-3.93%
Peer Avg (YTD)
-3.84%
vs Peers
-0.09%

RMBVX Mutual Fund Performance

RMBVX performance across multiple time periods: 1-month -3.70%, YTD -3.93%, 1-year -2.77%.

RMBVX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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