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RMB Mendon Financial Long/Short 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 (3 Feb 2019)31.00%
Worst 1-yr total return (3 Feb 2019)-20.09%
Best 3-yr total return31.00%
Worst 3-yr total return-5.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%