RBEKX Mutual Fund

NAV$24.70

Returns Overview

1 Month
+0.29%
3 Months
+11.93%
6 Months
+8.95%
YTD
+8.27%
1 Year
+17.58%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.19%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEKX 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)
+8.27%
Peer Avg (YTD)
+7.64%
vs Peers
+0.63%

RBEKX Mutual Fund Performance

RBEKX performance across multiple time periods: 1-month 0.29%, YTD 8.27%, 1-year 17.58%, 3-year 15.88%, 5-year 8.19%, 10-year 10.90%.

RBEKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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