RMTBX Mutual Fund

RMTBX Mutual Fund

NAV$8.25
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Returns Overview

1 Month
-2.50%
3 Months
-3.18%
6 Months
-1.88%
YTD
-1.82%
1 Year
-0.41%
3 Years (annualized)
+5.51%
5 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMTBX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.82%
Peer Avg (YTD)
+0.50%
vs Peers
-2.32%

RMTBX Mutual Fund Performance

RMTBX performance across multiple time periods: 1-month -2.50%, YTD -1.82%, 1-year -0.41%, 3-year 5.51%, 5-year 1.27%.

RMTBX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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