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Nasdaq - Delayed Quote USD

RMB Mendon Financial Services A (RMBKX)

46.67
-0.26
(-0.55%)
At close: 8:08:57 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.05%
5y Average Return 19.05%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (Mar 31, 2025) 56.44%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 56.44%
Worst 3Y Total Return -1.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RMBKX
Category
YTD
0.94%
23.64%
1-Month
-1.70%
-3.05%
3-Month
-7.27%
5.29%
1-Year
28.90%
61.45%
3-Year
0.79%
10.74%
5-Year
11.70%
14.55%
10-Year
10.48%
11.64%
Last Bull Market
43.29%
28.35%
Last Bear Market
-15.80%
-25.24%

Annual Total Return (%) History

Year
RMBKX
Category
2024
17.06%
--
2023
4.52%
--
2022
-19.00%
--
2021
56.44%
--
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
--
-1.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -5.64% 1.10% 16.34% 5.47%
2023 -15.99% -2.86% 4.10% 23.02%
2022 -6.89% -15.80% 0.00% 3.32%
2021 30.15% 2.48% 6.73% 9.90%
2020 -42.59% 13.49% 0.37% 44.15%
2019 3.71% 5.49% 1.55% 10.54%
2018 3.50% 3.70% -3.76% -19.67%
2017 2.66% 1.16% 5.20% 2.51%
2016 -5.29% 1.44% 8.92% 23.98%
2015 1.69% 5.68% 1.87% 10.01%

2014 5.16% -0.66% -2.30% 8.88%
2013 9.99% 3.82% 9.35% 8.51%
2012 10.25% 4.29% 6.37% 0.85%
2011 1.16% -4.14% -15.46% 9.36%
2010 7.55% -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%
2006 4.49% 1.40% 4.73% 5.45%
2005 -5.82% 2.17% -1.11% 5.48%
2004 6.75% -4.45% 3.61% 7.04%
2003 2.40% 13.43% 8.83% 11.28%
2002 9.56% 3.87% -4.51% 8.17%
2001 8.76% 14.72% -4.83% 8.88%
2000 -1.02% 9.39% 26.51% 11.54%
1999 -6.95% 0.31% -- --

Rank in Category (By Total Return)

YTD 86
1-Month 61
3-Month 87
1-Year 55
3-Year 87
5-Year 66

Load Adjusted Returns

1-Year 22.46%
3-Year -0.92%
5-Year 10.56%
10-Year 9.91%

Performance & Risk

YTD Return -6.05%
5y Average Return 19.05%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Financial
Fund Family RMB Funds
Net Assets 197.85M
YTD Return 0.94%
Yield 1.15%
Morningstar Rating
Inception Date Feb 01, 2017

Fund Summary

The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of U.S. companies that are in the financial services industry. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in mid, small and micro capitalization financial services companies.

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