RMMBX Mutual Fund

NAV$9.26

Returns Overview

1 Month
-0.96%
3 Months
-0.64%
6 Months
-0.64%
YTD
-0.22%
1 Year
+6.04%
3 Years (annualized)
+3.78%
5 Years (annualized)
+1.00%
10 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMMBX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-0.22%
Peer Avg (YTD)
+1.79%
vs Peers
-2.00%

RMMBX Mutual Fund Performance

RMMBX performance across multiple time periods: 1-month -0.96%, YTD -0.22%, 1-year 6.04%, 3-year 3.78%, 5-year 1.00%, 10-year 2.32%.

RMMBX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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