RBKTX Mutual Fund

RBKTX Mutual Fund

NAV$24.05
See how much of RBKTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.42%
3 Months
+0.50%
6 Months
+5.29%
YTD
+8.35%
1 Year
+14.66%
3 Years (annualized)
+15.85%
5 Years (annualized)
+7.52%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBKTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+8.76%
vs Peers
-0.41%

RBKTX Mutual Fund Performance

RBKTX performance across multiple time periods: 1-month 1.42%, YTD 8.35%, 1-year 14.66%, 3-year 15.85%, 5-year 7.52%, 10-year 10.34%.

RBKTX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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