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RMB C (RMBJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.09+0.08 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.69%
5-year average return10.66%
Number of years up16
Number of years down3
Best 1-yr total return (17 Jun 2024)36.07%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return36.07%
Worst 3-yr total return2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMBJXCategory
YTD4.84%12.38%
1-month3.40%5.09%
3-month0.95%10.28%
1-year18.18%41.70%
3-year3.92%22.56%
5-year11.43%21.98%
10-year9.63%15.99%
Last bull market19.97%25.99%
Last bear market-13.93%-17.29%

Annual total return (%) history

Year
RMBJXCategory
2024
N/AN/A
2023
20.30%N/A
2022
-21.81%N/A
2021
29.03%N/A
2020
15.07%35.86%
2019
36.07%31.90%
2018
-3.51%-2.09%
2017
21.57%27.67%
2016
0.53%3.23%
2015
0.76%3.60%
2014
7.25%10.00%
2013
23.36%33.92%
2012
11.73%15.34%
2011
4.64%-2.46%
2010
21.60%15.53%
2009
30.13%35.68%
2008
-38.75%-40.67%
2007
14.46%13.35%
2006
7.32%7.05%
2005
4.77%6.71%
2004
N/A7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.70%N/AN/AN/A
20236.48%4.68%-3.86%12.27%
2022-7.68%-13.93%-6.23%4.94%
20216.00%9.08%1.57%9.87%
2020-23.88%21.79%6.59%16.45%
201917.35%5.01%1.28%9.04%
20180.00%4.38%6.80%-13.45%
20177.30%3.85%5.15%3.76%
2016-7.15%1.14%6.81%0.21%
20155.17%1.27%-5.73%0.37%
2014-0.49%5.25%1.13%1.26%
20136.83%1.12%5.74%7.99%
201214.58%-4.86%6.06%-3.37%
20116.19%-0.91%-10.87%11.58%
20105.43%-7.42%11.30%11.93%
2009-6.67%13.93%12.87%8.43%
2008-11.22%3.00%-15.93%-20.33%
2007-0.75%6.10%5.39%3.13%
2006-1.05%-1.62%3.42%6.60%
2005-2.04%-0.08%5.74%1.22%
2004-1.47%7.34%N/AN/A

Rank in category (by total return)

YTD94
1-month82
3-month73
1-year98
3-year78
5-year88

Load adjusted returns

1-year17.18%
3-year3.92%
5-year11.43%
10-year9.63%