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RMB Mendon Financial Services A (RMBKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.91+0.11 (+0.28%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-8.36%
5-year average return5.46%
Number of years up18
Number of years down6
Best 1-yr total return (22 Apr 2024)56.44%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return56.44%
Worst 3-yr total return-1.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMBKXCategory
YTD-5.64%23.64%
1-month2.94%-3.05%
3-month-5.64%5.29%
1-year17.39%61.45%
3-year-1.34%10.74%
5-year6.88%14.55%
10-year8.30%11.64%
Last bull market72.39%28.35%
Last bear market-15.80%-25.24%

Annual total return (%) history

Year
RMBKXCategory
2024
N/AN/A
2023
4.52%N/A
2022
-19.00%N/A
2021
56.44%N/A
2020
-5.73%-1.15%
2019
22.80%28.39%
2018
-17.02%-14.21%
2017
11.99%16.72%
2016
29.74%19.09%
2015
20.43%-0.87%
2014
11.11%4.90%
2013
35.49%34.57%
2012
23.35%24.77%
2011
-10.34%-15.12%
2010
2.07%11.13%
2009
18.90%25.26%
2008
-14.78%-43.91%
2007
-13.96%-11.64%
2006
17.02%16.90%
2005
0.37%6.74%
2004
13.13%14.02%
2003
40.66%33.56%
2002
17.55%-10.28%
2001
29.28%-2.05%
2000
52.78%27.74%
1999
N/A-1.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-5.64%N/AN/AN/A
2023-15.99%-2.86%4.10%23.02%
2022-6.89%-15.80%0.00%3.32%
202130.15%2.48%6.73%9.90%
2020-42.59%13.49%0.37%44.15%
20193.71%5.49%1.55%10.54%
20183.50%3.70%-3.76%-19.67%
20172.66%1.16%5.20%2.51%
2016-5.29%1.44%8.92%23.98%
20151.69%5.68%1.87%10.01%
20145.16%-0.66%-2.30%8.88%
20139.99%3.82%9.35%8.51%
201210.25%4.29%6.37%0.85%
20111.16%-4.14%-15.46%9.36%
20107.55%-8.28%-4.43%8.27%
2009-12.51%20.49%12.59%0.18%
2008-5.82%-11.76%11.90%-8.36%
2007-3.01%-5.21%-1.16%-5.32%
20064.49%1.40%4.73%5.45%
2005-5.82%2.17%-1.11%5.48%
20046.75%-4.45%3.61%7.04%
20032.40%13.43%8.83%11.28%
20029.56%3.87%-4.51%8.17%
20018.76%14.72%-4.83%8.88%
2000-1.02%9.39%26.51%11.54%
1999-6.95%0.31%N/AN/A

Rank in category (by total return)

YTD95
1-month89
3-month95
1-year87
3-year78
5-year72

Load adjusted returns

1-year11.52%
3-year-3.02%
5-year5.79%
10-year7.74%