RBERX Mutual Fund

RBERX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
+0.83%
3 Months
+0.43%
6 Months
+1.01%
YTD
+3.70%
1 Year
+9.50%
3 Years (annualized)
+10.47%
5 Years (annualized)
+3.22%
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
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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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+2.96%
vs Peers
+0.74%

RBERX Mutual Fund Performance

RBERX performance across multiple time periods: 1-month 0.83%, YTD 3.70%, 1-year 9.50%, 3-year 10.47%, 5-year 3.22%, 10-year 4.42%.

RBERX returns outperform the peer average of 2.96% 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.