RBAAX Mutual Fund

NAV$21.38

Returns Overview

1 Month
+0.22%
3 Months
+8.83%
6 Months
+7.50%
YTD
+6.86%
1 Year
+15.04%
3 Years (annualized)
+13.46%
5 Years (annualized)
+6.90%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBAAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.86%
Peer Avg (YTD)
+5.87%
vs Peers
+0.99%

RBAAX Mutual Fund Performance

RBAAX performance across multiple time periods: 1-month 0.22%, YTD 6.86%, 1-year 15.04%, 3-year 13.46%, 5-year 6.90%, 10-year 8.42%.

RBAAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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