Nasdaq - Delayed Quote USD

RMB I (RMBGX)

35.86 -0.40 (-1.10%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.09%
5y Average Return 11.45%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 37.54%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 37.54%
Worst 3Y Total Return 6.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RMBGX
Category
YTD
10.92%
12.38%
1-Month
2.10%
5.09%
3-Month
5.37%
10.28%
1-Year
18.54%
41.70%
3-Year
3.98%
22.56%
5-Year
12.12%
21.98%
10-Year
10.44%
15.99%
Last Bull Market
20.49%
25.99%
Last Bear Market
-13.69%
-17.29%

Annual Total Return (%) History

Year
RMBGX
Category
2024
--
--
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% -- --
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 94
1-Month 57
3-Month 80
1-Year 95
3-Year 70
5-Year 87

Load Adjusted Returns

1-Year 18.54%
3-Year 3.98%
5-Year 12.12%
10-Year 10.44%

Performance & Risk

YTD Return 9.09%
5y Average Return 11.45%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family RMB Funds
Net Assets 116.47M
YTD Return 10.92%
Yield 0.00%
Morningstar Rating
Inception Date Apr 30, 2004

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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