RERBX Mutual Fund

NAV$58.01

Returns Overview

1 Month
-1.73%
3 Months
-2.44%
6 Months
-2.90%
YTD
+0.94%
1 Year
+22.36%
3 Years (annualized)
+13.18%
5 Years (annualized)
+3.33%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERBX 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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+8.97%
vs Peers
-8.03%

RERBX Mutual Fund Performance

RERBX performance across multiple time periods: 1-month -1.73%, YTD 0.94%, 1-year 22.36%, 3-year 13.18%, 5-year 3.33%, 10-year 8.17%.

RERBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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