RBLVX Mutual Fund

RBLVX Mutual Fund

NAV$11.99
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Returns Overview

1 Month
+0.01%
3 Months
+2.28%
6 Months
+5.46%
YTD
+7.48%
1 Year
+15.38%
3 Years (annualized)
+11.51%
5 Years (annualized)
+5.64%
10 Years (annualized)
+6.08%

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
PROUpgrade to run

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)
+7.48%
Peer Avg (YTD)
+5.54%
vs Peers
+1.94%

RBLVX Mutual Fund Performance

RBLVX performance across multiple time periods: 1-month 0.01%, YTD 7.48%, 1-year 15.38%, 3-year 11.51%, 5-year 5.64%, 10-year 6.08%.

RBLVX returns outperform the peer average of 5.54% 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.