RAMBX Mutual Fund

NAV$9.30

Returns Overview

1 Month
-0.32%
3 Months
-0.64%
6 Months
-1.48%
YTD
-1.59%
1 Year
+1.78%
3 Years (annualized)
+3.65%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAMBX 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
Bloomberg US Government/Credit 1-3 Years ex BBB Index(BBGUSGC1T3YEBBBI)
This Mutual Fund (YTD)
-1.59%
Peer Avg (YTD)
+3.23%
vs Peers
-4.81%

RAMBX Mutual Fund Performance

RAMBX performance across multiple time periods: 1-month -0.32%, YTD -1.59%, 1-year 1.78%, 3-year 3.65%, 5-year 1.13%, 10-year 1.13%.

RAMBX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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