RMBKX - RMB Mendon Financial Services Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return9.72%
5-Year Average Return12.23%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)35.49%
Worst 1 Yr Total Return (Feb 3, 2019)-17.02%
Best 3-Yr Total Return35.49%
Worst 3-Yr Total Return-4.98%

Trailing Returns (%) Vs. Benchmarks

ReturnRMBKXCategory
YTD9.40%17.18%
1-Month5.37%5.80%
3-Month5.49%6.45%
1-Year-15.42%1.52%
3-Year11.14%13.72%
5-Year11.06%7.91%
10-Year11.78%11.67%
Last Bull Market19.64%28.56%
Last Bear Market-20.10%-25.39%

Annual Total Return (%) History

Year
RMBKXCategory
2019
N/AN/A
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
N/A-1.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20193.71%5.49%N/AN/A
20183.50%3.70%-3.76%-19.67%
20172.66%1.16%5.20%2.51%
2016-5.29%1.44%8.92%23.98%
20151.69%5.68%1.87%10.01%
20145.16%-0.66%-2.30%8.88%
20139.99%3.82%9.35%8.51%
201210.25%4.29%6.37%0.85%
20111.16%-4.14%-15.46%9.36%
20107.55%-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%
20064.49%1.40%4.73%5.45%
2005-5.82%2.17%-1.11%5.48%
20046.75%-4.45%3.61%7.04%
20032.40%13.43%8.83%11.28%
20029.56%3.87%-4.51%8.17%
20018.76%14.72%-4.83%8.88%
2000-1.02%9.39%26.51%11.54%
1999-6.95%0.31%N/AN/A

Rank In Category (By Total Return)

YTD99
1-Month68
3-Month63
1-Year100
3-Year78
5-Year8

Load Adjusted Returns

1-Year-19.65%
3-Year9.26%
5-Year9.93%
10-Year11.20%