RBEMX Mutual Fund

RBEMX Mutual Fund

NAV$32.42
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Returns Overview

1 Month
-1.74%
3 Months
+3.29%
6 Months
+6.06%
YTD
+8.09%
1 Year
+17.53%
3 Years (annualized)
+15.55%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEMX 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)
+8.09%
Peer Avg (YTD)
+6.99%
vs Peers
+1.09%

RBEMX Mutual Fund Performance

RBEMX performance across multiple time periods: 1-month -1.74%, YTD 8.09%, 1-year 17.53%, 3-year 15.55%, 5-year 8.23%, 10-year 10.86%.

RBEMX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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