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RMB Mendon Financial Long/Short C (RMBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.89-0.01 (-0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return7.69%
5-year average return2.82%
Number of years up10
Number of years down5
Best 1-yr total return (3 Feb 2019)30.04%
Worst 1-yr total return (3 Feb 2019)-20.68%
Best 3-yr total return30.04%
Worst 3-yr total return-6.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMBCXCategory
YTD-61.42%9.18%
1-month0.89%-0.20%
3-month-54.68%3.85%
1-year-56.73%22.90%
3-year-29.14%7.45%
5-year-16.70%7.00%
10-year-5.28%4.81%
Last bull market22.89%11.80%
Last bear market-24.22%-12.04%

Annual total return (%) history

Year
RMBCXCategory
2020
N/A7.89%
2019
12.85%11.90%
2018
-20.68%-6.29%
2017
-3.76%11.18%
2016
8.32%2.34%
2015
14.21%-2.02%
2014
11.33%2.92%
2013
22.85%14.62%
2012
24.31%5.15%
2011
-15.85%-2.81%
2010
1.69%4.13%
2009
30.04%10.46%
2008
-7.63%-15.40%
2007
-1.75%4.42%
2006
16.04%7.23%
2005
7.75%4.77%
2004
N/A5.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-63.67%N/AN/AN/A
20192.38%1.35%1.11%7.55%
20182.01%0.12%-6.99%-16.51%
2017-2.35%-1.44%1.40%-1.38%
2016-7.66%-1.23%4.16%14.02%
20153.60%3.41%0.33%6.26%
20145.18%-1.07%-2.09%9.27%
20134.28%4.54%5.01%7.32%
201211.05%-3.84%11.68%4.24%
2011-0.77%-5.27%-20.15%12.10%
20106.04%-9.53%-2.07%8.23%
2009-6.61%20.41%11.76%3.48%
2008-4.20%-6.21%11.40%-7.72%
20071.38%-1.76%4.23%-5.36%
20064.72%0.67%4.56%5.28%
2005-1.33%4.14%0.61%4.23%
20041.91%6.26%N/AN/A

Rank in category (by total return)

YTD100
1-month65
3-month100
1-year100
3-year100
5-year100

Load adjusted returns

1-year-57.16%
3-year-29.14%
5-year-16.70%
10-year-5.28%