RBEAX Mutual Fund

RBEAX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
+0.56%
3 Months
+0.64%
6 Months
+0.96%
YTD
+4.15%
1 Year
+7.58%
3 Years (annualized)
+9.56%
5 Years (annualized)
+4.44%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEAX 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)
+4.15%
Peer Avg (YTD)
+8.76%
vs Peers
-4.61%

RBEAX Mutual Fund Performance

RBEAX performance across multiple time periods: 1-month 0.56%, YTD 4.15%, 1-year 7.58%, 3-year 9.56%, 5-year 4.44%, 10-year 5.58%.

RBEAX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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