RBEHX Mutual Fund

RBEHX Mutual Fund

NAV$14.44
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Returns Overview

1 Month
+1.83%
3 Months
-0.34%
6 Months
+1.05%
YTD
+3.80%
1 Year
+5.56%
3 Years (annualized)
+11.95%
5 Years (annualized)
+4.61%
10 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEHX 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)
+3.80%
Peer Avg (YTD)
+6.70%
vs Peers
-2.89%

RBEHX Mutual Fund Performance

RBEHX performance across multiple time periods: 1-month 1.83%, YTD 3.80%, 1-year 5.56%, 3-year 11.95%, 5-year 4.61%, 10-year 6.44%.

RBEHX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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