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City National Rochdale Div & Inc N (RIMHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.51+0.18 (+0.52%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.44%
5-year average return4.17%
Number of years up16
Number of years down8
Best 1-yr total return (26 Jun 2024)22.64%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return22.64%
Worst 3-yr total return1.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRIMHXCategory
YTD8.48%4.44%
1-month4.24%-4.04%
3-month6.48%4.09%
1-year17.38%14.37%
3-year3.52%6.04%
5-year5.27%9.20%
10-year5.49%8.57%
Last bull market19.54%22.97%
Last bear market-7.97%-11.27%

Annual total return (%) history

Year
RIMHXCategory
2024
N/AN/A
2023
-5.09%11.63%
2022
-0.24%-5.90%
2021
21.18%26.22%
2020
-7.33%2.91%
2019
22.64%25.04%
2018
-6.95%-8.53%
2017
7.76%15.94%
2016
13.52%14.81%
2015
1.38%-4.05%
2014
10.76%10.21%
2013
20.76%31.21%
2012
7.49%14.57%
2011
9.02%-0.75%
2010
17.48%13.66%
2009
19.21%24.13%
2008
-24.31%-37.09%
2007
1.91%1.42%
2006
22.10%18.15%
2005
1.65%5.95%
2004
15.79%12.97%
2003
31.15%28.44%
2002
-31.27%-18.69%
2001
-10.54%-4.99%
2000
-1.81%7.87%
1999
N/A6.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.08%N/AN/AN/A
2023-4.56%-3.81%-4.16%7.89%
20223.58%-7.97%-7.96%13.70%
20217.12%3.94%-0.11%8.95%
2020-21.58%7.23%4.29%5.67%
201910.97%2.56%4.77%2.86%
2018-5.62%2.01%3.58%-6.70%
20173.77%0.31%0.15%3.37%
20166.45%8.50%-2.11%0.40%
20150.17%-2.66%-1.63%5.69%
20142.31%5.11%-1.72%4.81%
201313.26%0.64%-0.22%6.17%
20124.39%1.04%3.05%-1.11%
20115.14%2.02%-7.10%9.41%
20106.32%-6.41%10.35%6.99%
2009-11.65%11.64%13.57%6.42%
2008-4.68%-2.27%-2.46%-16.70%
20073.43%3.41%0.00%-4.72%
20067.11%-0.04%7.05%6.53%
2005-2.68%5.02%0.91%-1.44%
20045.70%-3.27%4.72%8.14%
20036.72%8.59%1.70%11.27%
20021.22%-12.07%-15.57%-8.54%
2001-18.98%21.25%-23.63%19.25%
20001.54%6.22%9.88%-17.15%
1999-10.77%25.43%N/AN/A

Rank in category (by total return)

YTD38
1-month11
3-month9
1-year84
3-year90
5-year100

Load adjusted returns

1-year17.38%
3-year3.52%
5-year5.27%
10-year5.49%