RBMTX Mutual Fund

RBMTX Mutual Fund

NAV$31.75
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Returns Overview

1 Month
-1.76%
3 Months
+3.17%
6 Months
+5.87%
YTD
+7.88%
1 Year
+17.18%
3 Years (annualized)
+15.62%
5 Years (annualized)
+8.15%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBMTX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+6.99%
vs Peers
+0.89%

RBMTX Mutual Fund Performance

RBMTX performance across multiple time periods: 1-month -1.76%, YTD 7.88%, 1-year 17.18%, 3-year 15.62%, 5-year 8.15%, 10-year 10.66%.

RBMTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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