RBITX Mutual Fund

NAV$24.75

Returns Overview

1 Month
+0.48%
3 Months
+14.07%
6 Months
+10.26%
YTD
+9.45%
1 Year
+19.43%
3 Years (annualized)
+16.91%
5 Years (annualized)
+10.53%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBITX 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)
+9.45%
Peer Avg (YTD)
+7.64%
vs Peers
+1.81%

RBITX Mutual Fund Performance

RBITX performance across multiple time periods: 1-month 0.48%, YTD 9.45%, 1-year 19.43%, 3-year 16.91%, 5-year 10.53%, 10-year 12.45%.

RBITX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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