RBDTX Mutual Fund

RBDTX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
-0.31%
3 Months
+1.36%
6 Months
+2.70%
YTD
+4.08%
1 Year
+9.94%
3 Years (annualized)
+9.53%
5 Years (annualized)
+4.54%
10 Years (annualized)
+6.68%

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)
+4.08%
Peer Avg (YTD)
+6.99%
vs Peers
-2.92%

RBDTX Mutual Fund Performance

RBDTX performance across multiple time periods: 1-month -0.31%, YTD 4.08%, 1-year 9.94%, 3-year 9.53%, 5-year 4.54%, 10-year 6.68%.

RBDTX returns trail the peer average of 6.99% 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.