RBNAX Mutual Fund

RBNAX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+1.15%
3 Months
+0.20%
6 Months
+0.16%
YTD
+0.17%
1 Year
+0.21%
3 Years (annualized)
+9.14%
5 Years (annualized)
+5.63%
10 Years (annualized)
+4.75%

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
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 Barclays Global Aggregate Credit Index(^BBGACRI)
This Mutual Fund (YTD)
+0.17%
Peer Avg (YTD)
+2.15%
vs Peers
-1.98%

RBNAX Mutual Fund Performance

RBNAX performance across multiple time periods: 1-month 1.15%, YTD 0.17%, 1-year 0.21%, 3-year 9.14%, 5-year 5.63%, 10-year 4.75%.

RBNAX returns trail the peer average of 2.15% YTD. With an expense ratio of 3.41%, investors should weigh costs against performance when evaluating this mutual fund.

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