RBESX Mutual Fund

RBESX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
+0.86%
3 Months
+5.17%
6 Months
+4.16%
YTD
+4.16%
1 Year
+13.35%
3 Years (annualized)
+10.92%
5 Years (annualized)
+3.63%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBESX 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)
+4.16%
Peer Avg (YTD)
+3.07%
vs Peers
+1.09%

RBESX Mutual Fund Performance

RBESX performance across multiple time periods: 1-month 0.86%, YTD 4.16%, 1-year 13.35%, 3-year 10.92%, 5-year 3.63%, 10-year 4.21%.

RBESX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

RBESX performance comparison shows side-by-side returns with another fund. RBESX alternatives are available in the Mutual Fund Screener.