RMBHX

Mutual fund

$39.29 +$0.18 (+0.46%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $31.21High $40.03

Has RMBHX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RMBHX returned +17.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RMBHX
+17.2%
S&P 500
+16.6%
Largest decline 
RMBHX
13.9%
S&P 500
8.9%
Risk-adjusted return 
RMBHX
0.96
S&P 500
0.97
Downside risk-adjusted return 
RMBHX
1.42
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRMBHXS&P 500
1 month +1.6% +0.6%
3 months +4.1% +3.4%
Year to date +10.9% +13.3%
1 year +17.2% +16.6%
3 years (annualized) +15.9% +23.1%

Volatility (1-year, annualized): 13.5% · Largest decline (max drawdown, since Oct 2021): 26.4%

How are your investments doing?

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