RBCUX Mutual Fund

RBCUX Mutual Fund

NAV$21.44
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Returns Overview

1 Month
+3.51%
3 Months
-0.70%
6 Months
-1.04%
YTD
-0.15%
1 Year
+0.34%
3 Years (annualized)
+4.36%
5 Years (annualized)
+1.05%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBCUX 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
Bloomberg Municipal 1-15 Years Blend Index
This Mutual Fund (YTD)
-0.15%
Peer Avg (YTD)
-0.87%
vs Peers
+0.72%

RBCUX Mutual Fund Performance

RBCUX performance across multiple time periods: 1-month 3.51%, YTD -0.15%, 1-year 0.34%, 3-year 4.36%, 5-year 1.05%, 10-year 2.11%.

RBCUX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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