RBEDX Mutual Fund

NAV$16.53

Returns Overview

1 Month
+0.12%
3 Months
+5.83%
6 Months
+4.89%
YTD
+4.56%
1 Year
+10.71%
3 Years (annualized)
+10.57%
5 Years (annualized)
+5.10%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.56%
Peer Avg (YTD)
+7.64%
vs Peers
-3.08%

RBEDX Mutual Fund Performance

RBEDX performance across multiple time periods: 1-month 0.12%, YTD 4.56%, 1-year 10.71%, 3-year 10.57%, 5-year 5.10%, 10-year 7.29%.

RBEDX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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