RBOTX Mutual Fund

NAV$21.48

Returns Overview

1 Month
-1.47%
3 Months
+3.02%
6 Months
+5.55%
YTD
+7.89%
1 Year
+20.29%
3 Years (annualized)
+17.26%
5 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBOTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+7.64%
vs Peers
+0.25%

RBOTX Mutual Fund Performance

RBOTX performance across multiple time periods: 1-month -1.47%, YTD 7.89%, 1-year 20.29%, 3-year 17.26%, 5-year 8.55%.

RBOTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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