RBNCX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
-0.94%
3 Months
+0.45%
6 Months
-1.27%
YTD
-1.27%
1 Year
+1.12%
3 Years (annualized)
+8.72%
5 Years (annualized)
+4.67%
10 Years (annualized)
+4.43%

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
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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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Credit Index(^BBGACRI)
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+3.23%
vs Peers
-4.50%

RBNCX Mutual Fund Performance

RBNCX performance across multiple time periods: 1-month -0.94%, YTD -1.27%, 1-year 1.12%, 3-year 8.72%, 5-year 4.67%, 10-year 4.43%.

RBNCX returns trail the peer average of 3.23% YTD. With an expense ratio of 3.85%, investors should weigh costs against performance when evaluating this mutual fund.

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