RBOFX Mutual Fund

NAV$12.45

Returns Overview

1 Month
-0.64%
3 Months
-1.19%
6 Months
-2.28%
YTD
-2.28%
1 Year
+3.02%
3 Years (annualized)
+4.89%
5 Years (annualized)
+1.46%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBOFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-2.28%
Peer Avg (YTD)
+1.79%
vs Peers
-4.06%

RBOFX Mutual Fund Performance

RBOFX performance across multiple time periods: 1-month -0.64%, YTD -2.28%, 1-year 3.02%, 3-year 4.89%, 5-year 1.46%, 10-year 2.06%.

RBOFX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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