RBEFX Mutual Fund

RBEFX Mutual Fund

NAV$21.34
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Returns Overview

1 Month
+1.11%
3 Months
+0.51%
6 Months
+3.90%
YTD
+6.79%
1 Year
+11.98%
3 Years (annualized)
+13.59%
5 Years (annualized)
+6.34%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEFX 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
PROUpgrade to run
🏦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)
+6.79%
Peer Avg (YTD)
+8.76%
vs Peers
-1.97%

RBEFX Mutual Fund Performance

RBEFX performance across multiple time periods: 1-month 1.11%, YTD 6.79%, 1-year 11.98%, 3-year 13.59%, 5-year 6.34%, 10-year 9.51%.

RBEFX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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