RBACX Mutual Fund

RBACX Mutual Fund

NAV$21.48
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Returns Overview

1 Month
-0.66%
3 Months
+2.25%
6 Months
+4.41%
YTD
+6.40%
1 Year
+14.46%
3 Years (annualized)
+12.90%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBACX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+5.54%
vs Peers
+0.86%

RBACX Mutual Fund Performance

RBACX performance across multiple time periods: 1-month -0.66%, YTD 6.40%, 1-year 14.46%, 3-year 12.90%, 5-year 7.05%, 10-year 8.55%.

RBACX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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