RLBFX Mutual Fund

NAV$41.22

Returns Overview

1 Month
+0.57%
3 Months
+11.44%
6 Months
+10.23%
YTD
+9.47%
1 Year
+20.96%
3 Years (annualized)
+17.10%
5 Years (annualized)
+9.91%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+5.87%
vs Peers
+3.60%

RLBFX Mutual Fund Performance

RLBFX performance across multiple time periods: 1-month 0.57%, YTD 9.47%, 1-year 20.96%, 3-year 17.10%, 5-year 9.91%, 10-year 10.09%.

RLBFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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