RMABX Mutual Fund

NAV$8.57

Returns Overview

1 Month
-1.49%
3 Months
-1.49%
6 Months
-2.94%
YTD
-2.94%
1 Year
+2.75%
3 Years (annualized)
+3.16%
5 Years (annualized)
-0.41%
10 Years (annualized)
+0.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMABX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-2.94%
Peer Avg (YTD)
+3.23%
vs Peers
-6.17%

RMABX Mutual Fund Performance

RMABX performance across multiple time periods: 1-month -1.49%, YTD -2.94%, 1-year 2.75%, 3-year 3.16%, 5-year -0.41%, 10-year 0.58%.

RMABX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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