RAEBX Mutual Fund

NAV$41.88

Returns Overview

1 Month
-2.65%
3 Months
-7.37%
6 Months
-5.42%
YTD
-5.40%
1 Year
+14.58%
3 Years (annualized)
+16.52%
5 Years (annualized)
+7.84%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAEBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-5.40%
Peer Avg (YTD)
+8.97%
vs Peers
-14.37%

RAEBX Mutual Fund Performance

RAEBX performance across multiple time periods: 1-month -2.65%, YTD -5.40%, 1-year 14.58%, 3-year 16.52%, 5-year 7.84%, 10-year 12.18%.

RAEBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

RAEBX performance comparison shows side-by-side returns with another fund. RAEBX alternatives are available in the Mutual Fund Screener.