RBEDX Mutual Fund

RBEDX Mutual Fund

NAV$16.68
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Returns Overview

1 Month
-0.30%
3 Months
+1.48%
6 Months
+2.88%
YTD
+4.24%
1 Year
+10.23%
3 Years (annualized)
+9.86%
5 Years (annualized)
+4.85%
10 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEDX 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
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📉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)
+4.24%
Peer Avg (YTD)
+6.99%
vs Peers
-2.75%

RBEDX Mutual Fund Performance

RBEDX performance across multiple time periods: 1-month -0.30%, YTD 4.24%, 1-year 10.23%, 3-year 9.86%, 5-year 4.85%, 10-year 7.01%.

RBEDX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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