RMBLX Mutual Fund

RMBLX Mutual Fund

NAV$65.31

Returns Overview

1 Month
+10.34%
3 Months
+18.75%
6 Months
+20.06%
YTD
+21.35%
1 Year
+41.63%
3 Years (annualized)
+26.87%
5 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
NASDAQ Bank Total Return Index(^NDXBKXTR)
This Mutual Fund (YTD)
+21.35%
Peer Avg (YTD)
+8.61%
vs Peers
+12.75%

RMBLX Mutual Fund Performance

RMBLX performance across multiple time periods: 1-month 10.34%, YTD 21.35%, 1-year 41.63%, 3-year 26.87%, 5-year 9.75%.

RMBLX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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