RMBBX Mutual Fund

RMBBX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
-5.26%
3 Months
-0.25%
6 Months
+0.20%
YTD
-1.31%
1 Year
+8.14%
3 Years (annualized)
+6.70%
5 Years (annualized)
+1.94%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBBX 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)
-1.31%
Peer Avg (YTD)
-0.18%
vs Peers
-1.12%

RMBBX Mutual Fund Performance

RMBBX performance across multiple time periods: 1-month -5.26%, YTD -1.31%, 1-year 8.14%, 3-year 6.70%, 5-year 1.94%, 10-year 11.41%.

RMBBX returns trail the peer average of -0.18% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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