RBFAX Mutual Fund

RBFAX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
+1.77%
3 Months
-0.77%
6 Months
-1.86%
YTD
-2.10%
1 Year
-1.90%
3 Years (annualized)
+4.16%
5 Years (annualized)
-1.31%
10 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBFAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.10%
Peer Avg (YTD)
+1.93%
vs Peers
-4.03%

RBFAX Mutual Fund Performance

RBFAX performance across multiple time periods: 1-month 1.77%, YTD -2.10%, 1-year -1.90%, 3-year 4.16%, 5-year -1.31%, 10-year 0.60%.

RBFAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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