RBLVX Mutual Fund

RBLVX Mutual Fund

NAV$11.94
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Returns Overview

1 Month
+1.16%
3 Months
+1.09%
6 Months
+3.88%
YTD
+7.85%
1 Year
+13.08%
3 Years (annualized)
+12.64%
5 Years (annualized)
+5.64%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBLVX 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)
+7.85%
Peer Avg (YTD)
+6.28%
vs Peers
+1.57%

RBLVX Mutual Fund Performance

RBLVX performance across multiple time periods: 1-month 1.16%, YTD 7.85%, 1-year 13.08%, 3-year 12.64%, 5-year 5.64%, 10-year 6.13%.

RBLVX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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