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RMB Mendon Financial Services C (RMBNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.87+0.44 (+1.24%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.50%
5-Year Average Return5.62%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (May 16, 2024)55.28%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return55.28%
Worst 3-Yr Total Return-2.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRMBNXCategory
YTD-11.29%23.64%
1-Month-5.80%-3.05%
3-Month-5.67%5.29%
1-Year15.47%61.45%
3-Year-5.10%10.74%
5-Year3.65%14.55%
10-Year7.27%11.64%
Last Bull Market19.49%28.35%
Last Bear Market-15.95%-25.24%

Annual Total Return (%) History

Year
RMBNXCategory
2024
N/AN/A
2023
3.73%N/A
2022
-19.59%N/A
2021
55.28%N/A
2020
-6.44%-1.15%
2019
21.88%28.39%
2018
-17.65%-14.21%
2017
11.17%16.72%
2016
28.76%19.09%
2015
19.55%-0.87%
2014
10.26%4.90%
2013
34.52%34.57%
2012
22.36%24.77%
2011
-11.02%-15.12%
2010
1.30%11.13%
2009
18.12%25.26%
2008
-15.45%-43.91%
2007
-14.58%-11.64%
2006
16.15%16.90%
2005
N/A6.74%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-5.83%N/AN/AN/A
2023-16.15%-3.04%3.91%22.78%
2022-7.08%-15.95%-0.19%3.14%
202129.92%2.29%6.52%9.69%
2020-42.70%13.25%0.21%43.87%
20193.52%5.27%1.36%10.34%
20183.29%3.51%-3.95%-19.81%
20172.48%0.97%5.02%2.31%
2016-5.45%1.22%8.74%23.72%
20151.52%5.46%1.70%9.81%
20144.96%-0.85%-2.46%8.63%
20139.79%3.64%9.13%8.33%
201210.04%4.14%6.13%0.61%
20110.95%-4.31%-15.66%9.21%
20107.32%-8.45%-4.58%8.05%
2009-12.63%20.27%12.42%-0.02%
2008-6.01%-11.88%11.61%-8.54%
2007-3.18%-5.40%-1.32%-5.50%
20064.32%1.23%4.54%5.21%
2005-1.11%5.30%N/AN/A

Rank In Category (By Total Return)

YTD97
1-Month81
3-Month97
1-Year84
3-Year82
5-Year75

Load Adjusted Returns

1-Year14.47%
3-Year-5.10%
5-Year3.65%
10-Year7.27%