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RMB Mendon Financial Long/Short Fund Class A (RMBFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.46-0.01 (-0.09%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return7.72%
5-Year Average Return3.55%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)31.00%
Worst 1 Yr Total Return (Feb 3, 2019)-20.09%
Best 3-Yr Total Return31.00%
Worst 3-Yr Total Return-5.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRMBFXCategory
YTD-61.37%9.18%
1-Month0.81%-0.20%
3-Month-54.65%3.85%
1-Year-56.46%22.90%
3-Year-28.68%7.45%
5-Year-16.13%7.00%
10-Year-4.61%4.81%
Last Bull Market23.48%11.80%
Last Bear Market-24.01%-12.04%

Annual Total Return (%) History

Year
RMBFXCategory
2020
N/A7.89%
2019
13.67%11.90%
2018
-20.09%-6.29%
2017
-3.07%11.18%
2016
9.08%2.34%
2015
15.10%-2.02%
2014
12.08%2.92%
2013
23.74%14.62%
2012
25.16%5.15%
2011
-15.26%-2.81%
2010
2.41%4.13%
2009
31.00%10.46%
2008
-6.99%-15.40%
2007
-1.04%4.42%
2006
16.74%7.23%
2005
8.38%4.77%
2004
N/A5.06%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-63.68%N/AN/AN/A
20192.48%1.59%1.29%7.79%
20182.21%0.28%-6.79%-16.35%
2017-2.14%-1.29%1.59%-1.23%
2016-7.44%-1.09%4.36%14.18%
20153.82%3.62%0.56%6.40%
20145.40%-0.96%-1.86%9.40%
20134.48%4.71%5.22%7.49%
201211.29%-3.73%11.93%4.37%
2011-0.59%-5.06%-20.09%12.35%
20106.20%-9.36%-1.85%8.39%
2009-6.44%20.67%11.91%3.69%
2008-3.97%-6.16%11.72%-7.62%
20071.61%-1.59%4.43%-5.24%
20064.86%0.83%4.76%5.40%
2005-1.15%4.11%0.77%4.50%
20042.10%6.52%N/AN/A

Rank In Category (By Total Return)

YTD100
1-Month68
3-Month100
1-Year100
3-Year100
5-Year100

Load Adjusted Returns

1-Year-58.64%
3-Year-29.89%
5-Year-16.98%
10-Year-5.10%