RMBKX - RMB Mendon Financial Services Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★
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%

Risk Statistics

3 Years
RMBKXCategory Average
5 Years
RMBKXCategory Average
10 Years
RMBKXCategory Average
Alpha
0.230.02
6.350.02
4.720.02
Beta
1.050.01
0.820.01
0.710.01
Mean Annual Return
1.040.01
10.01
1.030.01
R-squared
38.020.53
31.660.55
38.10.66
Standard Deviation
19.320.17
17.140.16
15.460.17
Sharpe Ratio
0.570.01
0.640
0.770.01
Treynor Ratio
9.190.12
12.350.07
15.920.11