RMBJX Mutual Fund

RMBJX Mutual Fund

NAV$27.09
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Returns Overview

1 Month
-1.19%
3 Months
+16.33%
6 Months
+5.63%
YTD
+5.89%
1 Year
+15.09%
3 Years (annualized)
+14.39%
5 Years (annualized)
+7.80%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBJX 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)
+5.89%
Peer Avg (YTD)
+8.97%
vs Peers
-3.08%

RMBJX Mutual Fund Performance

RMBJX performance across multiple time periods: 1-month -1.19%, YTD 5.89%, 1-year 15.09%, 3-year 14.39%, 5-year 7.80%, 10-year 12.71%.

RMBJX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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