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RMB A (RMBHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.70+0.03 (+0.08%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.71%
5-year average return11.27%
Number of years up39
Number of years down9
Best 1-yr total return (2 July 2024)37.16%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return37.16%
Worst 3-yr total return3.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMBHXCategory
YTD7.86%12.38%
1-month2.55%5.09%
3-month1.84%10.28%
1-year16.86%41.70%
3-year4.88%22.56%
5-year11.46%21.98%
10-year10.36%15.99%
Last bull market20.34%25.99%
Last bear market-13.75%-17.29%

Annual total return (%) history

Year
RMBHXCategory
2024
N/AN/A
2023
21.19%N/A
2022
-21.20%N/A
2021
29.99%N/A
2020
15.93%35.86%
2019
37.16%31.90%
2018
-2.84%-2.09%
2017
22.49%27.67%
2016
1.32%3.23%
2015
1.52%3.60%
2014
8.04%10.00%
2013
24.32%33.92%
2012
12.57%15.34%
2011
5.40%-2.46%
2010
22.45%15.53%
2009
31.11%35.68%
2008
-38.30%-40.67%
2007
15.31%13.35%
2006
8.11%7.05%
2005
5.55%6.71%
2004
7.01%7.81%
2003
21.60%28.66%
2002
-23.14%-27.64%
2001
-14.26%-22.30%
2000
2.07%-13.05%
1999
32.65%38.87%
1998
22.08%34.55%
1997
24.74%26.36%
1996
17.60%19.76%
1995
24.45%32.65%
1994
-1.77%-2.45%
1993
9.35%8.69%
1992
7.70%5.92%
1991
17.98%40.07%
1990
-1.76%-3.78%
1989
22.76%27.76%
1988
11.89%12.55%
1987
6.69%1.56%
1986
21.81%14.05%
1985
32.13%28.64%
1984
7.24%-3.94%
1983
12.11%18.56%
1982
22.23%32.75%
1981
-2.57%-2.13%
1980
33.90%40.60%
1979
23.53%32.37%
1978
13.09%15.06%
1977
-3.97%2.56%
1976
23.78%22.23%
1975
N/A35.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.91%1.84%N/AN/A
20236.69%4.84%-3.70%12.52%
2022-7.50%-13.75%-6.08%5.16%
20216.20%9.29%1.77%10.05%
2020-23.73%22.00%6.82%16.64%
201917.61%5.21%1.43%9.29%
20180.17%4.62%6.97%-13.32%
20177.48%4.02%5.35%3.99%
2016-6.96%1.36%6.99%0.43%
20155.37%1.44%-5.52%0.53%
2014-0.33%5.43%1.35%1.44%
20137.02%1.33%5.95%8.21%
201214.79%-4.69%6.24%-3.16%
20116.34%-0.69%-10.72%11.79%
20105.60%-7.27%11.49%12.17%
2009-6.51%14.17%13.03%8.67%
2008-11.06%3.17%-15.74%-20.20%
2007-0.60%6.32%5.59%3.32%
2006-0.85%-1.46%3.61%6.80%
2005-1.84%0.11%5.93%1.39%
20042.86%-1.80%-1.47%7.53%
2003-0.92%10.29%1.85%9.26%
20021.11%-11.75%-14.97%1.30%
2001-14.60%7.11%-13.92%8.90%
20007.55%2.74%8.15%-14.59%
19996.37%5.09%-3.39%22.82%
199811.50%4.38%-13.36%21.07%
19970.97%14.24%6.74%1.31%
19964.50%2.30%2.56%7.28%
19955.48%6.84%5.37%4.79%
1994-4.92%0.02%3.76%-0.45%
19933.38%2.17%4.44%-0.87%
1992-1.36%0.06%4.74%4.18%
19915.70%-0.84%5.05%7.15%
1990-3.43%1.77%-3.78%3.88%
19895.48%5.48%5.79%4.30%
19885.08%2.43%1.53%2.39%
198713.34%3.61%2.91%-11.70%
198613.83%6.95%-6.07%6.52%
19857.42%9.24%-1.87%14.73%
1984-3.16%0.35%7.93%2.25%
19836.31%7.38%-1.13%-0.67%
1982-3.98%0.46%9.10%16.15%
19812.28%-0.37%-11.48%8.01%
1980-4.54%14.83%11.04%9.99%
19795.80%3.99%10.52%1.60%
1978-2.03%8.52%10.53%-3.77%
1977-5.30%3.23%-3.11%1.38%
197614.01%4.46%0.21%3.72%
1975-12.04%6.78%N/AN/A

Rank in category (by total return)

YTD93
1-month88
3-month82
1-year93
3-year71
5-year85

Load adjusted returns

1-year11.02%
3-year3.10%
5-year10.33%
10-year9.79%