RBOTX Mutual Fund

RBOTX Mutual Fund

NAV$21.91
See how much of RBOTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.82%
3 Months
+0.32%
6 Months
+6.89%
YTD
+9.84%
1 Year
+17.04%
3 Years (annualized)
+16.98%
5 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBOTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+8.76%
vs Peers
+1.09%

RBOTX Mutual Fund Performance

RBOTX performance across multiple time periods: 1-month 1.82%, YTD 9.84%, 1-year 17.04%, 3-year 16.98%, 5-year 7.85%.

RBOTX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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