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Nasdaq - Delayed Quote USD
RMB Mendon Financial Services A (RMBKX)
46.67
-0.26
(-0.55%)
At close: 8:03:59 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 56.44% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RMBKX | Category Average | RMBKX | Category Average | RMBKX | Category Average | |
| Alpha | -5.5 | -0.05 | 0.94 | -0.02 | 2.94 | 0.01 |
| BETA | 1.01 | 0.01 | 1.13 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 1.32 | 0.01 | 1.1 | 0.01 |
| R-squared | 32.57 | 0.76 | 39.68 | 0.66 | 38.79 | 0.67 |
| Standard Deviation | 28.26 | 0.27 | 30.38 | 0.22 | 24.88 | 0.2 |
| Sharpe Ratio | 0.01 | 0 | 0.43 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | -3.68 | 0.08 | 7.96 | 0.11 | 8.12 | 0.1 |
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