RMBKX Mutual Fund

NAV$63.60
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Returns Overview

1 Month
+10.32%
3 Months
+18.66%
6 Months
+19.91%
YTD
+21.19%
1 Year
+41.29%
3 Years (annualized)
+26.56%
5 Years (annualized)
+9.48%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
NASDAQ Bank Total Return Index(^NDXBKXTR)
This Mutual Fund (YTD)
+21.19%
Peer Avg (YTD)
+8.61%
vs Peers
+12.58%

RMBKX Mutual Fund Performance

RMBKX performance across multiple time periods: 1-month 10.32%, YTD 21.19%, 1-year 41.29%, 3-year 26.56%, 5-year 9.48%, 10-year 11.78%.

RMBKX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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