RBNCX Mutual Fund

RBNCX Mutual Fund

NAV$10.06
See how much of RBNCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.13%
3 Months
-1.90%
6 Months
-2.61%
YTD
-1.40%
1 Year
-0.35%
3 Years (annualized)
+8.05%
5 Years (annualized)
+4.79%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBNCX 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 Barclays Global Aggregate Credit Index(^BBGACRI)
This Mutual Fund (YTD)
-1.40%
Peer Avg (YTD)
+0.12%
vs Peers
-1.52%

RBNCX Mutual Fund Performance

RBNCX performance across multiple time periods: 1-month -0.13%, YTD -1.40%, 1-year -0.35%, 3-year 8.05%, 5-year 4.79%, 10-year 4.01%.

RBNCX returns trail the peer average of 0.12% YTD. With an expense ratio of 4.16%, investors should weigh costs against performance when evaluating this mutual fund.

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