RBEJX Mutual Fund

RBEJX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-0.08%
3 Months
+1.23%
6 Months
+2.42%
YTD
+3.79%
1 Year
+9.29%
3 Years (annualized)
+9.76%
5 Years (annualized)
+4.91%
10 Years (annualized)
+5.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEJX 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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+6.99%
vs Peers
-3.20%

RBEJX Mutual Fund Performance

RBEJX performance across multiple time periods: 1-month -0.08%, YTD 3.79%, 1-year 9.29%, 3-year 9.76%, 5-year 4.91%, 10-year 5.99%.

RBEJX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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