RBEHX Mutual Fund

NAV$14.68

Returns Overview

1 Month
+0.07%
3 Months
+5.21%
6 Months
+4.61%
YTD
+4.31%
1 Year
+10.19%
3 Years (annualized)
+11.01%
5 Years (annualized)
+5.47%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEHX 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)
+4.31%
Peer Avg (YTD)
+7.64%
vs Peers
-3.33%

RBEHX Mutual Fund Performance

RBEHX performance across multiple time periods: 1-month 0.07%, YTD 4.31%, 1-year 10.19%, 3-year 11.01%, 5-year 5.47%, 10-year 6.75%.

RBEHX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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