RBAHX Mutual Fund

RBAHX Mutual Fund

NAV$14.40
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Returns Overview

1 Month
+0.56%
3 Months
+15.19%
6 Months
+11.06%
YTD
+10.20%
1 Year
+20.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBAHX 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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+7.64%
vs Peers
+2.56%

RBAHX Mutual Fund Performance

RBAHX performance across multiple time periods: 1-month 0.56%, YTD 10.20%, 1-year 20.74%.

RBAHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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