RMBHX Mutual Fund

RMBHX Mutual Fund

NAV$38.53
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Returns Overview

1 Month
+1.92%
3 Months
+5.77%
6 Months
+8.53%
YTD
+8.31%
1 Year
+16.09%
3 Years (annualized)
+12.85%
5 Years (annualized)
+7.04%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBHX 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)
+8.31%
Peer Avg (YTD)
+6.23%
vs Peers
+2.08%

RMBHX Mutual Fund Performance

RMBHX performance across multiple time periods: 1-month 1.92%, YTD 8.31%, 1-year 16.09%, 3-year 12.85%, 5-year 7.04%, 10-year 12.61%.

RMBHX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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