RBNAX Mutual Fund

RBNAX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.88%
3 Months
+0.63%
6 Months
-0.90%
YTD
-0.90%
1 Year
+1.88%
3 Years (annualized)
+9.50%
5 Years (annualized)
+5.45%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBNAX 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
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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
Bloomberg Barclays Global Aggregate Credit Index(^BBGACRI)
This Mutual Fund (YTD)
-0.90%
Peer Avg (YTD)
+3.23%
vs Peers
-4.13%

RBNAX Mutual Fund Performance

RBNAX performance across multiple time periods: 1-month -0.88%, YTD -0.90%, 1-year 1.88%, 3-year 9.50%, 5-year 5.45%, 10-year 5.21%.

RBNAX returns trail the peer average of 3.23% YTD. With an expense ratio of 3.10%, investors should weigh costs against performance when evaluating this mutual fund.

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