RAEBX Mutual Fund

RAEBX Mutual Fund

NAV$41.57
See how much of RAEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.98%
3 Months
-2.46%
6 Months
-0.38%
YTD
+1.74%
1 Year
+1.87%
3 Years (annualized)
+19.22%
5 Years (annualized)
+5.87%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAEBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+5.23%
vs Peers
-3.50%

RAEBX Mutual Fund Performance

RAEBX performance across multiple time periods: 1-month -2.98%, YTD 1.74%, 1-year 1.87%, 3-year 19.22%, 5-year 5.87%, 10-year 11.88%.

RAEBX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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