RMBPX Mutual Fund

RMBPX Mutual Fund

NAV$8.19
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Returns Overview

1 Month
-1.09%
3 Months
-21.38%
6 Months
-26.06%
YTD
-1.10%
1 Year
-20.63%
3 Years (annualized)
-3.14%
5 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBPX 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
MSCI Japan Index(^MXJP)
This Mutual Fund (YTD)
-1.10%
Peer Avg (YTD)
+0.97%
vs Peers
-2.07%

RMBPX Mutual Fund Performance

RMBPX performance across multiple time periods: 1-month -1.09%, YTD -1.10%, 1-year -20.63%, 3-year -3.14%, 5-year 1.40%.

RMBPX returns trail the peer average of 0.97% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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