RBLRX Mutual Fund

RBLRX Mutual Fund

NAV$12.62
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Returns Overview

1 Month
-0.03%
3 Months
+2.42%
6 Months
+5.78%
YTD
+7.84%
1 Year
+14.93%
3 Years (annualized)
+12.37%
5 Years (annualized)
+6.34%
10 Years (annualized)
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBLRX 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)
+7.84%
Peer Avg (YTD)
+5.54%
vs Peers
+2.30%

RBLRX Mutual Fund Performance

RBLRX performance across multiple time periods: 1-month -0.03%, YTD 7.84%, 1-year 14.93%, 3-year 12.37%, 5-year 6.34%, 10-year 6.70%.

RBLRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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