RMBTX Mutual Fund

RMBTX Mutual Fund

NAV$14.00
See how much of RMBTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.72%
3 Months
+5.82%
6 Months
+9.89%
YTD
+14.94%
1 Year
+30.12%
3 Years (annualized)
+15.35%
5 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBTX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.94%
Peer Avg (YTD)
+8.67%
vs Peers
+6.27%

RMBTX Mutual Fund Performance

RMBTX performance across multiple time periods: 1-month 0.72%, YTD 14.94%, 1-year 30.12%, 3-year 15.35%, 5-year 7.79%.

RMBTX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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