RBEKX Mutual Fund

RBEKX Mutual Fund

NAV$23.89
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Returns Overview

1 Month
-0.58%
3 Months
-1.28%
6 Months
+1.44%
YTD
+5.66%
1 Year
+7.69%
3 Years (annualized)
+18.54%
5 Years (annualized)
+7.44%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEKX 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)
+5.66%
Peer Avg (YTD)
+6.71%
vs Peers
-1.05%

RBEKX Mutual Fund Performance

RBEKX performance across multiple time periods: 1-month -0.58%, YTD 5.66%, 1-year 7.69%, 3-year 18.54%, 5-year 7.44%, 10-year 10.74%.

RBEKX returns trail the peer average of 6.71% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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