RMBMX Mutual Fund

NAV$12.06

Returns Overview

1 Month
+4.94%
3 Months
+15.22%
6 Months
+13.92%
YTD
+12.97%
1 Year
+16.46%
3 Years (annualized)
+12.08%
5 Years (annualized)
+5.83%
10 Years (annualized)
+11.32%

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

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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+10.82%
vs Peers
+2.15%

RMBMX Mutual Fund Performance

RMBMX performance across multiple time periods: 1-month 4.94%, YTD 12.97%, 1-year 16.46%, 3-year 12.08%, 5-year 5.83%, 10-year 11.32%.

RMBMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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