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RMB SMID Cap I (RMBMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.47+0.04 (+0.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.30%
5-year average return10.98%
Number of years up14
Number of years down5
Best 1-yr total return (29 Apr 2024)31.63%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return31.63%
Worst 3-yr total return4.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMBMXCategory
YTD8.48%10.80%
1-month3.66%4.43%
3-month8.48%7.00%
1-year23.85%48.17%
3-year6.79%21.26%
5-year13.41%20.18%
10-year10.16%14.07%
Last bull market48.90%27.14%
Last bear market-15.86%-21.26%

Annual total return (%) history

Year
RMBMXCategory
2024
N/AN/A
2023
20.06%N/A
2022
-20.87%N/A
2021
28.10%N/A
2020
24.39%39.26%
2019
31.63%32.52%
2018
-4.89%-6.65%
2017
13.66%23.91%
2016
12.28%6.03%
2015
-0.87%-0.95%
2014
3.66%7.00%
2013
31.39%34.93%
2012
12.70%14.07%
2011
-2.82%-3.96%
2010
25.51%24.61%
2009
26.48%39.11%
2008
-33.66%-43.77%
2007
10.53%15.09%
2006
9.34%9.00%
2005
8.61%9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.48%N/AN/AN/A
20235.15%4.22%-2.59%12.47%
2022-8.88%-15.86%-2.54%5.90%
20218.41%8.70%0.33%8.35%
2020-25.28%25.40%6.52%24.62%
201915.21%5.72%1.22%6.76%
20181.67%7.79%4.74%-17.14%
20173.22%2.11%3.71%3.99%
20160.58%5.72%2.01%3.51%
20154.14%0.15%-7.13%2.35%
20142.50%2.07%-4.66%3.93%
201312.47%0.36%7.86%7.92%
201211.12%-6.02%5.66%2.14%
20119.62%-0.68%-20.39%12.12%
20107.11%-8.46%13.24%13.05%
2009-9.61%18.39%14.32%3.39%
2008-9.88%6.14%-8.19%-24.46%
20076.67%7.14%0.15%-3.43%
20069.33%-6.50%1.26%5.63%
2005-1.90%1.94%6.70%1.79%

Rank in category (by total return)

YTD57
1-month18
3-month57
1-year47
3-year10
5-year15

Load adjusted returns

1-year23.85%
3-year6.79%
5-year13.41%
10-year10.16%