RBAIX Mutual Fund

NAV$29.42

Returns Overview

1 Month
-1.01%
3 Months
+0.72%
6 Months
+0.96%
YTD
+3.37%
1 Year
+13.85%
3 Years (annualized)
+12.91%
5 Years (annualized)
+6.67%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBAIX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+5.87%
vs Peers
-2.49%

RBAIX Mutual Fund Performance

RBAIX performance across multiple time periods: 1-month -1.01%, YTD 3.37%, 1-year 13.85%, 3-year 12.91%, 5-year 6.67%, 10-year 9.29%.

RBAIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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