RMBEX Mutual Fund

RMBEX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
-1.31%
3 Months
-1.18%
6 Months
-1.50%
YTD
-1.30%
1 Year
+2.49%
3 Years (annualized)
+3.16%
5 Years (annualized)
-0.45%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBEX 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 MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+0.12%
vs Peers
-1.43%

RMBEX Mutual Fund Performance

RMBEX performance across multiple time periods: 1-month -1.31%, YTD -1.30%, 1-year 2.49%, 3-year 3.16%, 5-year -0.45%, 10-year 0.81%.

RMBEX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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