Australia markets close in 1 hour 33 minutes

RMB I (RMBGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
36.17+0.03 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.72%
5-year average return11.70%
Number of years up4
Number of years down2
Best 1-yr total return (1 July 2024)37.54%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return37.54%
Worst 3-yr total return6.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMBGXCategory
YTD5.26%12.38%
1-month3.49%5.09%
3-month1.21%10.28%
1-year19.42%41.70%
3-year4.97%22.56%
5-year12.54%21.98%
10-year10.66%15.99%
Last bull market20.49%25.99%
Last bear market-13.69%-17.29%

Annual total return (%) history

Year
RMBGXCategory
2024
N/AN/A
2023
21.54%N/A
2022
-21.02%N/A
2021
30.31%N/A
2020
16.22%35.86%
2019
37.53%31.90%
2018
-2.62%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.96%1.90%N/AN/A
20236.77%4.93%-3.63%12.57%
2022-7.45%-13.69%-6.00%5.18%
20216.24%9.37%1.82%10.14%
2020-23.70%22.11%6.87%16.72%
201917.71%5.27%1.50%9.35%
20180.21%4.66%7.04%-13.26%
20174.05%5.45%4.05%N/A

Rank in category (by total return)

YTD93
1-month80
3-month70
1-year96
3-year71
5-year82

Load adjusted returns

1-year19.42%
3-year4.97%
5-year12.54%
10-year10.66%