RMBEX Mutual Fund

RMBEX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
+2.78%
3 Months
-0.30%
6 Months
-1.77%
YTD
-1.89%
1 Year
-1.26%
3 Years (annualized)
+4.88%
5 Years (annualized)
-0.40%
10 Years (annualized)
+0.71%

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
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📉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)
-1.89%
Peer Avg (YTD)
+1.93%
vs Peers
-3.81%

RMBEX Mutual Fund Performance

RMBEX performance across multiple time periods: 1-month 2.78%, YTD -1.89%, 1-year -1.26%, 3-year 4.88%, 5-year -0.40%, 10-year 0.71%.

RMBEX returns trail the peer average of 1.93% 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.