RIBRX Mutual Fund

RIBRX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
+2.73%
3 Months
+0.27%
6 Months
-1.88%
YTD
-2.50%
1 Year
-2.46%
3 Years (annualized)
+4.53%
5 Years (annualized)
-0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIBRX 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
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📉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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.50%
Peer Avg (YTD)
+2.28%
vs Peers
-4.78%

RIBRX Mutual Fund Performance

RIBRX performance across multiple time periods: 1-month 2.73%, YTD -2.50%, 1-year -2.46%, 3-year 4.53%, 5-year -0.80%.

RIBRX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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