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Nasdaq - Delayed Quote USD

RMB I (RMBGX)

33.26
+0.11
+(0.33%)
At close: 8:07:10 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.50%
5y Average Return 15.10%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 37.54%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 37.54%
Worst 3Y Total Return 2.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RMBGX
Category
YTD
0.34%
12.38%
1-Month
-2.74%
5.09%
3-Month
-2.61%
10.28%
1-Year
8.24%
41.70%
3-Year
6.09%
22.56%
5-Year
12.45%
21.98%
10-Year
10.05%
15.99%
Last Bull Market
13.64%
25.99%
Last Bear Market
-13.69%
-17.29%

Annual Total Return (%) History

Year
RMBGX
Category
2024
12.18%
--
2023
21.54%
--
2022
-21.02%
--
2021
30.31%
--
2020
16.22%
35.86%
2019
37.53%
31.90%
2018
-2.62%
-2.09%
2017
--
27.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.96% 1.90% 4.26% -0.35%
2023 6.77% 4.93% -3.63% 12.57%
2022 -7.45% -13.69% -6.00% 5.18%
2021 6.24% 9.37% 1.82% 10.14%
2020 -23.70% 22.11% 6.87% 16.72%
2019 17.71% 5.27% 1.50% 9.35%
2018 0.21% 4.66% 7.04% -13.26%
2017 4.05% 5.45% 4.05% --

Rank in Category (By Total Return)

YTD 28
1-Month 22
3-Month 75
1-Year 94
3-Year 95
5-Year 90

Load Adjusted Returns

1-Year 8.24%
3-Year 6.09%
5-Year 12.45%
10-Year 10.05%

Performance & Risk

YTD Return -5.50%
5y Average Return 15.10%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family RMB Funds
Net Assets 111.92M
YTD Return 0.34%
Yield 0.10%
Morningstar Rating
Inception Date Feb 01, 2017

Fund Summary

The fund pursues its investment objective by investing in a diverse portfolio primarily consisting of common stocks of U.S. companies. It generally invests in high quality companies of all market capitalizations with a focus on businesses that have sustainable, long term competitive advantages.

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