RBNTX Mutual Fund

NAV$22.02

Returns Overview

1 Month
+0.50%
3 Months
+15.03%
6 Months
+10.85%
YTD
+10.02%
1 Year
+20.30%
3 Years (annualized)
+17.35%
5 Years (annualized)
+9.76%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBNTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+7.64%
vs Peers
+2.38%

RBNTX Mutual Fund Performance

RBNTX performance across multiple time periods: 1-month 0.50%, YTD 10.02%, 1-year 20.30%, 3-year 17.35%, 5-year 9.76%, 10-year 11.99%.

RBNTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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