RMBMX Mutual Fund

RMBMX Mutual Fund

NAV$11.00
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Returns Overview

1 Month
-2.88%
3 Months
-0.61%
6 Months
+2.41%
YTD
+7.00%
1 Year
+7.79%
3 Years (annualized)
+9.26%
5 Years (annualized)
+3.57%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBMX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.00%
Peer Avg (YTD)
+9.89%
vs Peers
-2.89%

RMBMX Mutual Fund Performance

RMBMX performance across multiple time periods: 1-month -2.88%, YTD 7.00%, 1-year 7.79%, 3-year 9.26%, 5-year 3.57%, 10-year 9.49%.

RMBMX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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