RMBKX

Mutual fund

$60.30 -$0.35 (-0.58%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $49.28High $65.06

Has RMBKX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RMBKX returned +31.6%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RMBKX
+31.6%
S&P 500
+16.6%
Largest decline 
RMBKX
9.5%
S&P 500
8.9%
Risk-adjusted return 
RMBKX
1.37
S&P 500
0.97
Downside risk-adjusted return 
RMBKX
2.14
S&P 500
1.43

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRMBKXS&P 500
1 month -4.0% +0.6%
3 months -5.3% +3.4%
Year to date +13.5% +13.3%
1 year +31.6% +16.6%
3 years (annualized) +23.5% +23.1%

Volatility (1-year, annualized): 18.5% · Largest decline (max drawdown, since Oct 2021): 44.2%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Can't connect your account? Type your holdings into the Free Portfolio Analyzer