RMFBX Mutual Fund

NAV$65.17

Returns Overview

1 Month
+2.12%
3 Months
+10.13%
6 Months
+8.46%
YTD
+7.76%
1 Year
+15.61%
3 Years (annualized)
+13.86%
5 Years (annualized)
+9.00%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMFBX 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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+9.49%
vs Peers
-1.73%

RMFBX Mutual Fund Performance

RMFBX performance across multiple time periods: 1-month 2.12%, YTD 7.76%, 1-year 15.61%, 3-year 13.86%, 5-year 9.00%, 10-year 9.89%.

RMFBX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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