Nasdaq - Delayed Quote USD
RMB Mendon Financial Services I (RMBLX)
44.74
+2.51
+(5.94%)
At close: 8:04:07 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -17.41% |
| 5y Average Return | 16.13% |
| Number of Years Up | 4 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 8, 2025) | 56.84% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 56.84% |
| Worst 3Y Total Return | -1.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RMBLX
Category
- YTD
- -5.98%
- 23.64%
- 1-Month
- -6.91%
- -3.05%
- 3-Month
- -5.98%
- 5.29%
- 1-Year
- 16.86%
- 61.45%
- 3-Year
- 0.24%
- 10.74%
- 5-Year
- 19.35%
- 14.55%
- 10-Year
- 9.40%
- 11.64%
- Last Bull Market
- 43.50%
- 28.35%
- Last Bear Market
- -15.74%
- -25.24%
Annual Total Return (%) History
Year
RMBLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.98% | -- | -- | -- |
| 2024 | -5.60% | 1.17% | 16.43% | 5.53% |
| 2023 | -15.94% | -2.79% | 4.18% | 23.07% |
| 2022 | -6.84% | -15.74% | 0.06% | 3.38% |
| 2021 | 30.23% | 2.55% | 6.79% | 9.98% |
| 2020 | -42.56% | 13.55% | 0.43% | 44.26% |
| 2019 | 3.77% | 5.55% | 1.63% | 10.61% |
| 2018 | 3.56% | 3.76% | -3.71% | -19.63% |
| 2017 | 1.22% | 5.27% | 2.57% | -- |
Rank in Category (By Total Return)
| YTD | 88 |
| 1-Month | 65 |
| 3-Month | 88 |
| 1-Year | 48 |
| 3-Year | 85 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 16.86% |
| 3-Year | 0.24% |
| 5-Year | 19.35% |
| 10-Year | 9.40% |
Performance & Risk
| YTD Return | -17.41% |
| 5y Average Return | 16.13% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Financial |
| Fund Family | RMB Funds |
| Net Assets | 201.16M |
| YTD Return | -5.98% |
| Yield | 1.45% |
| 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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