RBETX Mutual Fund

RBETX Mutual Fund

NAV$18.89
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Returns Overview

1 Month
+0.96%
3 Months
-0.73%
6 Months
+0.91%
YTD
+3.79%
1 Year
+5.41%
3 Years (annualized)
+13.17%
5 Years (annualized)
+4.69%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBETX 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)
+3.79%
Peer Avg (YTD)
+6.70%
vs Peers
-2.91%

RBETX Mutual Fund Performance

RBETX performance across multiple time periods: 1-month 0.96%, YTD 3.79%, 1-year 5.41%, 3-year 13.17%, 5-year 4.69%, 10-year 7.84%.

RBETX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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