RBERX Mutual Fund

RBERX Mutual Fund

NAV$9.16
See how much of RBERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.25%
3 Months
+0.70%
6 Months
+1.49%
YTD
+2.84%
1 Year
+10.39%
3 Years (annualized)
+9.49%
5 Years (annualized)
+3.40%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBERX 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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+2.84%
Peer Avg (YTD)
+2.32%
vs Peers
+0.52%

RBERX Mutual Fund Performance

RBERX performance across multiple time periods: 1-month -1.25%, YTD 2.84%, 1-year 10.39%, 3-year 9.49%, 5-year 3.40%, 10-year 4.42%.

RBERX returns outperform the peer average of 2.32% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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