RMBNX Mutual Fund

NAV$55.09

Returns Overview

1 Month
+2.78%
3 Months
+11.20%
6 Months
+19.60%
YTD
+23.19%
1 Year
+40.20%
3 Years (annualized)
+25.61%
5 Years (annualized)
+8.65%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMBNX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
NASDAQ Bank Total Return Index(^NDXBKXTR)
This Mutual Fund (YTD)
+23.19%
Peer Avg (YTD)
+8.61%
vs Peers
+14.58%

RMBNX Mutual Fund Performance

RMBNX performance across multiple time periods: 1-month 2.78%, YTD 23.19%, 1-year 40.20%, 3-year 25.61%, 5-year 8.65%, 10-year 10.94%.

RMBNX returns outperform the peer average of 8.61% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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