RBLSX Mutual Fund

RBLSX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+0.03%
3 Months
+2.41%
6 Months
+5.75%
YTD
+7.81%
1 Year
+14.91%
3 Years (annualized)
+12.02%
5 Years (annualized)
+6.10%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBLSX 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
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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)
+7.81%
Peer Avg (YTD)
+5.54%
vs Peers
+2.27%

RBLSX Mutual Fund Performance

RBLSX performance across multiple time periods: 1-month 0.03%, YTD 7.81%, 1-year 14.91%, 3-year 12.02%, 5-year 6.10%, 10-year 6.55%.

RBLSX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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