ROBCX Mutual Fund

NAV$8.78

Returns Overview

1 Month
-1.90%
3 Months
-0.45%
6 Months
+0.11%
YTD
+0.69%
1 Year
+10.08%
3 Years (annualized)
+6.09%
5 Years (annualized)
+1.40%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROBCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Short-Intermediate 1-10 Years Municipal Bond Index
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+1.79%
vs Peers
-1.10%

ROBCX Mutual Fund Performance

ROBCX performance across multiple time periods: 1-month -1.90%, YTD 0.69%, 1-year 10.08%, 3-year 6.09%, 5-year 1.40%, 10-year 1.67%.

ROBCX returns trail the peer average of 1.79% YTD. With an expense ratio of 3.92%, investors should weigh costs against performance when evaluating this mutual fund.

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