RBACX Mutual Fund

NAV$21.10

Returns Overview

1 Month
+0.27%
3 Months
+8.92%
6 Months
+7.76%
YTD
+7.11%
1 Year
+15.57%
3 Years (annualized)
+13.94%
5 Years (annualized)
+7.37%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBACX 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
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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)
+7.11%
Peer Avg (YTD)
+5.87%
vs Peers
+1.24%

RBACX Mutual Fund Performance

RBACX performance across multiple time periods: 1-month 0.27%, YTD 7.11%, 1-year 15.57%, 3-year 13.94%, 5-year 7.37%, 10-year 8.90%.

RBACX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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