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Aspiriant Risk-Managed Municipal Bond (RMMBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.30+0.01 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.19%
5-year average return1.61%
Number of years up7
Number of years down1
Best 1-yr total return (30 May 2024)7.68%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return7.68%
Worst 3-yr total return-0.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMMBXCategory
YTD-0.19%1.33%
1-month-0.75%0.30%
3-month-0.40%1.53%
1-year3.19%4.61%
3-year-0.46%4.51%
5-year1.86%2.72%
10-year0.00%3.64%
Last bull market8.67%5.19%
Last bear market-3.33%5.33%

Annual total return (%) history

Year
RMMBXCategory
2024
N/AN/A
2023
6.15%N/A
2022
-8.40%N/A
2021
3.24%N/A
2020
4.94%4.51%
2019
7.68%6.91%
2018
1.46%0.78%
2017
5.65%4.61%
2016
0.38%-0.20%
2015
N/A2.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.56%N/AN/AN/A
20232.45%0.27%-2.96%6.49%
2022-5.43%-3.33%-2.94%3.23%
20210.43%2.06%-0.02%0.75%
2020-1.40%2.12%1.80%2.38%
20192.62%2.48%1.95%0.43%
2018-0.67%1.08%0.00%1.05%
20171.62%1.91%1.29%0.73%
20161.43%2.50%0.29%-3.73%
20151.42%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month15
3-month19
1-year18
3-year17
5-year3

Load adjusted returns

1-year3.19%
3-year-0.46%
5-year1.86%
10-yearN/A