RMFBX Mutual Fund

RMFBX Mutual Fund

NAV$63.32
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Returns Overview

1 Month
-2.97%
3 Months
-2.19%
6 Months
+7.72%
YTD
+5.40%
1 Year
+7.63%
3 Years (annualized)
+14.77%
5 Years (annualized)
+9.53%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMFBX 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)
+5.40%
Peer Avg (YTD)
+10.00%
vs Peers
-4.59%

RMFBX Mutual Fund Performance

RMFBX performance across multiple time periods: 1-month -2.97%, YTD 5.40%, 1-year 7.63%, 3-year 14.77%, 5-year 9.53%, 10-year 10.34%.

RMFBX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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