RBATX Mutual Fund

RBATX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
+2.29%
3 Months
-0.08%
6 Months
+0.97%
YTD
+3.30%
1 Year
+5.04%
3 Years (annualized)
+10.52%
5 Years (annualized)
+3.98%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBATX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.30%
Peer Avg (YTD)
+6.70%
vs Peers
-3.40%

RBATX Mutual Fund Performance

RBATX performance across multiple time periods: 1-month 2.29%, YTD 3.30%, 1-year 5.04%, 3-year 10.52%, 5-year 3.98%, 10-year 5.28%.

RBATX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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