RBLCX Mutual Fund

RBLCX Mutual Fund

NAV$11.35
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Returns Overview

1 Month
-0.09%
3 Months
+2.13%
6 Months
+5.14%
YTD
+7.07%
1 Year
+14.75%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.13%
10 Years (annualized)
+5.60%

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
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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)
+7.07%
Peer Avg (YTD)
+5.54%
vs Peers
+1.53%

RBLCX Mutual Fund Performance

RBLCX performance across multiple time periods: 1-month -0.09%, YTD 7.07%, 1-year 14.75%, 3-year 10.97%, 5-year 5.13%, 10-year 5.60%.

RBLCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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