RBEXX Mutual Fund

RBEXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.23%
3 Months
+0.66%
6 Months
+1.32%
YTD
+1.75%
1 Year
+2.75%
3 Years (annualized)
+3.53%
5 Years (annualized)
+2.80%
10 Years (annualized)
+1.69%

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
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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
USTREAS TBill Auction Ave 3 Mon(^USTREASTBAAM)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+2.25%
vs Peers
-0.50%

RBEXX Mutual Fund Performance

RBEXX performance across multiple time periods: 1-month 0.23%, YTD 1.75%, 1-year 2.75%, 3-year 3.53%, 5-year 2.80%, 10-year 1.69%.

RBEXX returns trail the peer average of 2.25% 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.