RBLAX Mutual Fund

RBLAX Mutual Fund

NAV$12.30
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Returns Overview

1 Month
-0.08%
3 Months
+9.05%
6 Months
+8.00%
YTD
+7.63%
1 Year
+16.31%
3 Years (annualized)
+12.94%
5 Years (annualized)
+6.33%
10 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBLAX 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)
+7.63%
Peer Avg (YTD)
+5.87%
vs Peers
+1.76%

RBLAX Mutual Fund Performance

RBLAX performance across multiple time periods: 1-month -0.08%, YTD 7.63%, 1-year 16.31%, 3-year 12.94%, 5-year 6.33%, 10-year 6.75%.

RBLAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

RBLAX performance comparison shows side-by-side returns with another fund. RBLAX alternatives are available in the Mutual Fund Screener.