RMBHX Mutual Fund

RMBHX Mutual Fund

NAV$39.62
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Returns Overview

1 Month
-1.13%
3 Months
+16.56%
6 Months
+6.04%
YTD
+6.28%
1 Year
+15.96%
3 Years (annualized)
+14.70%
5 Years (annualized)
+8.30%
10 Years (annualized)
+13.39%

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)
+6.28%
Peer Avg (YTD)
+8.97%
vs Peers
-2.69%

RMBHX Mutual Fund Performance

RMBHX performance across multiple time periods: 1-month -1.13%, YTD 6.28%, 1-year 15.96%, 3-year 14.70%, 5-year 8.30%, 10-year 13.39%.

RMBHX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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