RBEEX Mutual Fund

RBEEX Mutual Fund

NAV$19.46
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Returns Overview

1 Month
-0.57%
3 Months
+1.75%
6 Months
+3.33%
YTD
+4.74%
1 Year
+11.25%
3 Years (annualized)
+11.05%
5 Years (annualized)
+5.61%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEEX 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)
+4.74%
Peer Avg (YTD)
+6.99%
vs Peers
-2.25%

RBEEX Mutual Fund Performance

RBEEX performance across multiple time periods: 1-month -0.57%, YTD 4.74%, 1-year 11.25%, 3-year 11.05%, 5-year 5.61%, 10-year 7.96%.

RBEEX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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