RBABX Mutual Fund

NAV$21.00

Returns Overview

1 Month
+0.21%
3 Months
+8.85%
6 Months
+7.47%
YTD
+6.88%
1 Year
+15.03%
3 Years (annualized)
+13.46%
5 Years (annualized)
+6.91%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBABX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.88%
Peer Avg (YTD)
+5.87%
vs Peers
+1.01%

RBABX Mutual Fund Performance

RBABX performance across multiple time periods: 1-month 0.21%, YTD 6.88%, 1-year 15.03%, 3-year 13.46%, 5-year 6.91%, 10-year 8.42%.

RBABX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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