RBAIX Mutual Fund

RBAIX Mutual Fund

NAV$30.44
See how much of RBAIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.03%
3 Months
+1.12%
6 Months
+3.50%
YTD
+6.34%
1 Year
+13.45%
3 Years (annualized)
+12.10%
5 Years (annualized)
+6.41%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBAIX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+6.34%
Peer Avg (YTD)
+5.54%
vs Peers
+0.80%

RBAIX Mutual Fund Performance

RBAIX performance across multiple time periods: 1-month 0.03%, YTD 6.34%, 1-year 13.45%, 3-year 12.10%, 5-year 6.41%, 10-year 8.95%.

RBAIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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