RMBVX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+0.25%
3 Months
+1.26%
6 Months
+1.08%
YTD
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBVX 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

This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+0.85%
vs Peers
+0.23%

RMBVX Mutual Fund Performance

RMBVX performance across multiple time periods: 1-month 0.25%, YTD 1.08%.

RMBVX returns outperform the peer average of 0.85% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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