RBENX Mutual Fund

NAV$22.32

Returns Overview

1 Month
+0.54%
3 Months
+15.11%
6 Months
+11.03%
YTD
+10.20%
1 Year
+20.69%
3 Years (annualized)
+17.49%
5 Years (annualized)
+8.82%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBENX 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)
+10.20%
Peer Avg (YTD)
+7.64%
vs Peers
+2.56%

RBENX Mutual Fund Performance

RBENX performance across multiple time periods: 1-month 0.54%, YTD 10.20%, 1-year 20.69%, 3-year 17.49%, 5-year 8.82%, 10-year 11.46%.

RBENX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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