RCBDX Mutual Fund

RCBDX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
+2.07%
3 Months
-0.49%
6 Months
-1.58%
YTD
-1.58%
1 Year
-1.52%
3 Years (annualized)
+5.60%
5 Years (annualized)
-0.79%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBDX 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)
-1.58%
Peer Avg (YTD)
+2.28%
vs Peers
-3.86%

RCBDX Mutual Fund Performance

RCBDX performance across multiple time periods: 1-month 2.07%, YTD -1.58%, 1-year -1.52%, 3-year 5.60%, 5-year -0.79%, 10-year 2.00%.

RCBDX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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