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RMB Investors Trust - RMB Mendon Financial Long/Short Fund (RMBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.57-0.01 (-0.17%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return7.77%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (3 Feb 2019)14.01%
Worst 1-yr total return (3 Feb 2019)-19.87%
Best 3-yr total return14.01%
Worst 3-yr total return-5.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMBIXCategory
YTD-61.30%9.18%
1-month0.96%-0.20%
3-month-54.61%3.85%
1-year-56.31%22.90%
3-year-28.45%7.45%
5-year-15.87%7.00%
10-year-4.47%4.81%
Last bull market23.48%11.80%
Last bear market-24.01%-12.04%

Annual total return (%) history

Year
RMBIXCategory
2020
N/A7.89%
2019
14.01%11.90%
2018
-19.87%-6.29%
2017
-2.78%11.18%
2016
9.41%2.34%
2015
N/A-2.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-63.64%N/AN/AN/A
20192.59%1.64%1.34%7.89%
20182.30%0.33%-6.72%-16.30%
2017-2.07%-1.23%1.69%-1.16%
2016-7.37%-1.03%4.41%14.30%
20156.52%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month63
3-month100
1-year100
3-year100
5-year100

Load adjusted returns

1-year-56.31%
3-year-28.45%
5-year-15.87%
10-year-4.47%