RBBEX Mutual Fund

RBBEX Mutual Fund

NAV$21.57
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Returns Overview

1 Month
-0.66%
3 Months
+2.26%
6 Months
+4.33%
YTD
+6.31%
1 Year
+14.24%
3 Years (annualized)
+12.71%
5 Years (annualized)
+6.88%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBBEX 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)
+6.31%
Peer Avg (YTD)
+5.54%
vs Peers
+0.77%

RBBEX Mutual Fund Performance

RBBEX performance across multiple time periods: 1-month -0.66%, YTD 6.31%, 1-year 14.24%, 3-year 12.71%, 5-year 6.88%, 10-year 8.39%.

RBBEX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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