RBLUX Mutual Fund

NAV$10.84

Returns Overview

3 Months
+0.65%
6 Months
-1.72%
YTD
-1.72%
1 Year
+1.82%
3 Years (annualized)
+7.13%
5 Years (annualized)
+6.52%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBLUX 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)
-1.72%
Peer Avg (YTD)
+4.37%
vs Peers
-6.09%

RBLUX Mutual Fund Performance

RBLUX performance across multiple time periods: YTD -1.72%, 1-year 1.82%, 3-year 7.13%, 5-year 6.52%, 10-year 4.62%.

RBLUX returns trail the peer average of 4.37% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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