RBACX Mutual Fund

RBACX Mutual Fund

NAV$20.73
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Returns Overview

1 Month
+1.33%
3 Months
+0.93%
6 Months
+3.96%
YTD
+7.81%
1 Year
+13.70%
3 Years (annualized)
+14.11%
5 Years (annualized)
+6.99%
10 Years (annualized)
+8.72%

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
PROUpgrade to run
📉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)
+7.81%
Peer Avg (YTD)
+6.28%
vs Peers
+1.53%

RBACX Mutual Fund Performance

RBACX performance across multiple time periods: 1-month 1.33%, YTD 7.81%, 1-year 13.70%, 3-year 14.11%, 5-year 6.99%, 10-year 8.72%.

RBACX returns outperform the peer average of 6.28% 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.