RBIAX Mutual Fund

RBIAX Mutual Fund

NAV$9.85
See how much of RBIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.18%
3 Months
-0.29%
6 Months
+0.15%
YTD
+0.76%
1 Year
+1.68%
3 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBIAX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+1.93%
vs Peers
-1.17%

RBIAX Mutual Fund Performance

RBIAX performance across multiple time periods: 1-month -0.18%, YTD 0.76%, 1-year 1.68%, 3-year 6.19%.

RBIAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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