RMEBX Mutual Fund

RMEBX Mutual Fund

NAV$65.98

Returns Overview

1 Month
+2.14%
3 Months
+10.22%
6 Months
+8.62%
YTD
+7.91%
1 Year
+15.96%
3 Years (annualized)
+14.19%
5 Years (annualized)
+9.92%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMEBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+9.49%
vs Peers
-1.58%

RMEBX Mutual Fund Performance

RMEBX performance across multiple time periods: 1-month 2.14%, YTD 7.91%, 1-year 15.96%, 3-year 14.19%, 5-year 9.92%, 10-year 10.54%.

RMEBX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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