RBITX Mutual Fund

RBITX Mutual Fund

NAV$24.67
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Returns Overview

1 Month
+1.66%
3 Months
+0.56%
6 Months
+6.47%
YTD
+9.53%
1 Year
+16.48%
3 Years (annualized)
+16.91%
5 Years (annualized)
+7.93%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBITX 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)
+9.53%
Peer Avg (YTD)
+8.76%
vs Peers
+0.78%

RBITX Mutual Fund Performance

RBITX performance across multiple time periods: 1-month 1.66%, YTD 9.53%, 1-year 16.48%, 3-year 16.91%, 5-year 7.93%, 10-year 10.80%.

RBITX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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