RBNNX Mutual Fund

RBNNX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-0.86%
3 Months
+0.70%
6 Months
-0.78%
YTD
-0.78%
1 Year
+2.15%
3 Years (annualized)
+9.82%
5 Years (annualized)
+5.74%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBNNX 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)
-0.78%
Peer Avg (YTD)
+3.23%
vs Peers
-4.00%

RBNNX Mutual Fund Performance

RBNNX performance across multiple time periods: 1-month -0.86%, YTD -0.78%, 1-year 2.15%, 3-year 9.82%, 5-year 5.74%, 10-year 5.50%.

RBNNX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.85%, investors should weigh costs against performance when evaluating this mutual fund.

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