RBSIX Mutual Fund

NAV$10.07

Returns Overview

1 Month
+0.20%
3 Months
-0.20%
6 Months
-0.89%
YTD
-0.30%
1 Year
+5.01%
3 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBSIX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
+3.23%
vs Peers
-3.52%

RBSIX Mutual Fund Performance

RBSIX performance across multiple time periods: 1-month 0.20%, YTD -0.30%, 1-year 5.01%, 3-year 6.78%.

RBSIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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