RBLCX Mutual Fund

NAV$11.57

Returns Overview

1 Month
-0.09%
3 Months
+8.78%
6 Months
+7.57%
YTD
+7.17%
1 Year
+15.28%
3 Years (annualized)
+12.04%
5 Years (annualized)
+5.52%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBLCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+5.87%
vs Peers
+1.31%

RBLCX Mutual Fund Performance

RBLCX performance across multiple time periods: 1-month -0.09%, YTD 7.17%, 1-year 15.28%, 3-year 12.04%, 5-year 5.52%, 10-year 5.93%.

RBLCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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