RCBAX Mutual Fund

RCBAX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
+2.01%
3 Months
-0.68%
6 Months
-1.95%
YTD
-2.19%
1 Year
-2.26%
3 Years (annualized)
+4.81%
5 Years (annualized)
-1.52%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-2.19%
Peer Avg (YTD)
+2.28%
vs Peers
-4.47%

RCBAX Mutual Fund Performance

RCBAX performance across multiple time periods: 1-month 2.01%, YTD -2.19%, 1-year -2.26%, 3-year 4.81%, 5-year -1.52%, 10-year 1.33%.

RCBAX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

RCBAX vs another fund shows side-by-side returns. RCBAX alternatives are available in the Mutual Fund Screener.