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RMB I (RMBGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.17+0.03 (+0.08%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.81%
5-Year Average Return11.55%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)37.54%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return37.54%
Worst 3-Yr Total Return6.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRMBGXCategory
YTD7.97%12.38%
1-Month2.57%5.09%
3-Month1.90%10.28%
1-Year17.13%41.70%
3-Year5.14%22.56%
5-Year11.74%21.98%
10-Year10.56%15.99%
Last Bull Market20.49%25.99%
Last Bear Market-13.69%-17.29%

Annual Total Return (%) History

Year
RMBGXCategory
2024
N/AN/A
2023
21.54%N/A
2022
-21.02%N/A
2021
30.31%N/A
2020
16.22%35.86%
2019
37.53%31.90%
2018
-2.62%-2.09%
2017
N/A27.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.96%1.90%N/AN/A
20236.77%4.93%-3.63%12.57%
2022-7.45%-13.69%-6.00%5.18%
20216.24%9.37%1.82%10.14%
2020-23.70%22.11%6.87%16.72%
201917.71%5.27%1.50%9.35%
20180.21%4.66%7.04%-13.26%
20174.05%5.45%4.05%N/A

Rank In Category (By Total Return)

YTD93
1-Month87
3-Month81
1-Year93
3-Year70
5-Year84

Load Adjusted Returns

1-Year17.13%
3-Year5.14%
5-Year11.74%
10-Year10.56%