RBDTX Mutual Fund

RBDTX Mutual Fund

NAV$16.00
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Returns Overview

1 Month
+0.73%
3 Months
+0.49%
6 Months
+1.86%
YTD
+4.84%
1 Year
+8.83%
3 Years (annualized)
+10.38%
5 Years (annualized)
+4.46%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBDTX 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)
+4.84%
Peer Avg (YTD)
+8.76%
vs Peers
-3.92%

RBDTX Mutual Fund Performance

RBDTX performance across multiple time periods: 1-month 0.73%, YTD 4.84%, 1-year 8.83%, 3-year 10.38%, 5-year 4.46%, 10-year 6.79%.

RBDTX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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