RBEXX Mutual Fund

RBEXX Mutual Fund

NAV$1.00
See how much of RBEXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.45%
6 Months
+1.11%
YTD
+1.97%
1 Year
+2.45%
3 Years (annualized)
+3.36%
5 Years (annualized)
+2.85%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEXX 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
USTREAS TBill Auction Ave 3 Mon(^USTREASTBAAM)
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+2.21%
vs Peers
-0.24%

RBEXX Mutual Fund Performance

RBEXX performance across multiple time periods: YTD 1.97%, 1-year 2.45%, 3-year 3.36%, 5-year 2.85%, 10-year 1.71%.

RBEXX returns trail the peer average of 2.21% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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