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RMB Mendon Financial Services I (RMBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.11+0.70 (+1.73%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-9.05%
5-year average return5.78%
Number of years up3
Number of years down3
Best 1-yr total return (25 Jun 2024)56.84%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return56.84%
Worst 3-yr total return-1.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMBLXCategory
YTD-7.61%23.64%
1-month3.82%-3.05%
3-month0.76%5.29%
1-year25.75%61.45%
3-year-3.81%10.74%
5-year6.65%14.55%
10-year8.56%11.64%
Last bull market19.97%28.35%
Last bear market-15.74%-25.24%

Annual total return (%) history

Year
RMBLXCategory
2024
N/AN/A
2023
4.77%N/A
2022
-18.80%N/A
2021
56.84%N/A
2020
-5.50%-1.15%
2019
23.13%28.39%
2018
-16.84%-14.21%
2017
N/A16.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-5.60%N/AN/AN/A
2023-15.94%-2.79%4.18%23.07%
2022-6.84%-15.74%0.06%3.38%
202130.23%2.55%6.79%9.98%
2020-42.56%13.55%0.43%44.26%
20193.77%5.55%1.63%10.61%
20183.56%3.76%-3.71%-19.63%
20171.22%5.27%2.57%N/A

Rank in category (by total return)

YTD92
1-month53
3-month89
1-year82
3-year73
5-year68

Load adjusted returns

1-year25.75%
3-year-3.81%
5-year6.65%
10-year8.56%