RBBAX Mutual Fund

RBBAX Mutual Fund

NAV$12.34
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Returns Overview

1 Month
+2.04%
3 Months
-0.38%
6 Months
+0.65%
YTD
+3.71%
1 Year
+5.25%
3 Years (annualized)
+10.57%
5 Years (annualized)
+2.96%
10 Years (annualized)
+4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBBAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+3.02%
vs Peers
+0.70%

RBBAX Mutual Fund Performance

RBBAX performance across multiple time periods: 1-month 2.04%, YTD 3.71%, 1-year 5.25%, 3-year 10.57%, 5-year 2.96%, 10-year 4.98%.

RBBAX returns outperform the peer average of 3.02% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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