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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
RMB Mendon Financial Services A (RMBKX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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40.41
-0.02
(-0.05%)
At close: 06:46PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
18
Number of years down
6
Best 1-yr total return (5 May 2024)
56.44%
Worst 1-yr total return (5 May 2024)
N/A
Risk statistics
3 years
RMBKX
Category average
5 years
RMBKX
Category average
10 years
RMBKX
Category average
Alpha
-6.63
-0.05
-2.7
-0.02
1.58
0.01
BETA
0.88
0.01
1.11
0.01
1.03
0.01
Mean annual return
-0.12
0.01
0.74
0.01
0.9
0.01
R-squared
32.8
0.76
44.44
0.66
39.8
0.67
Standard deviation
25.39
0.27
29.62
0.22
23.98
0.2
Sharpe ratio
-0.18
0
0.22
0.01
0.38
0.01
Treynor ratio
-8.52
0.08
1.99
0.11
6.39
0.1
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