RBEOX Mutual Fund

RBEOX Mutual Fund

NAV$22.19
See how much of RBEOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.90%
3 Months
+3.24%
6 Months
+6.07%
YTD
+8.13%
1 Year
+17.57%
3 Years (annualized)
+16.02%
5 Years (annualized)
+8.49%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+6.99%
vs Peers
+1.14%

RBEOX Mutual Fund Performance

RBEOX performance across multiple time periods: 1-month -1.90%, YTD 8.13%, 1-year 17.57%, 3-year 16.02%, 5-year 8.49%.

RBEOX returns outperform the peer average of 6.99% 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.