RBEOX Mutual Fund

RBEOX Mutual Fund

NAV$21.69
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Returns Overview

1 Month
+1.80%
3 Months
+0.36%
6 Months
+7.03%
YTD
+10.07%
1 Year
+17.36%
3 Years (annualized)
+17.62%
5 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEOX 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)
+10.07%
Peer Avg (YTD)
+8.76%
vs Peers
+1.32%

RBEOX Mutual Fund Performance

RBEOX performance across multiple time periods: 1-month 1.80%, YTD 10.07%, 1-year 17.36%, 3-year 17.62%, 5-year 8.33%.

RBEOX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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