RBAAX Mutual Fund

RBAAX Mutual Fund

NAV$20.78
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Returns Overview

1 Month
+0.34%
3 Months
-1.00%
6 Months
+1.18%
YTD
+5.09%
1 Year
+7.39%
3 Years (annualized)
+14.93%
5 Years (annualized)
+5.97%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBAAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+5.92%
vs Peers
-0.83%

RBAAX Mutual Fund Performance

RBAAX performance across multiple time periods: 1-month 0.34%, YTD 5.09%, 1-year 7.39%, 3-year 14.93%, 5-year 5.97%, 10-year 8.13%.

RBAAX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

RBAAX vs another fund shows side-by-side returns. RBAAX alternatives are available in the Mutual Fund Screener.