RBAFX Mutual Fund

RBAFX Mutual Fund

NAV$21.67
See how much of RBAFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.61%
3 Months
+2.43%
6 Months
+4.72%
YTD
+6.80%
1 Year
+15.14%
3 Years (annualized)
+13.57%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBAFX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+5.54%
vs Peers
+1.27%

RBAFX Mutual Fund Performance

RBAFX performance across multiple time periods: 1-month -0.61%, YTD 6.80%, 1-year 15.14%, 3-year 13.57%, 5-year 7.68%, 10-year 9.20%.

RBAFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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