RMBTX Mutual Fund

RMBTX Mutual Fund

NAV$14.33
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Returns Overview

1 Month
+0.22%
3 Months
+11.65%
6 Months
+14.12%
YTD
+13.01%
1 Year
+26.87%
3 Years (annualized)
+15.50%
5 Years (annualized)
+8.21%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+9.16%
vs Peers
+3.85%

RMBTX Mutual Fund Performance

RMBTX performance across multiple time periods: 1-month 0.22%, YTD 13.01%, 1-year 26.87%, 3-year 15.50%, 5-year 8.21%.

RMBTX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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