RBOTX Mutual Fund

RBOTX Mutual Fund

NAV$21.15
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Returns Overview

1 Month
-2.14%
3 Months
-2.05%
6 Months
+1.01%
YTD
+5.68%
1 Year
+7.66%
3 Years (annualized)
+18.29%
5 Years (annualized)
+6.76%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+6.70%
vs Peers
-1.02%

RBOTX Mutual Fund Performance

RBOTX performance across multiple time periods: 1-month -2.14%, YTD 5.68%, 1-year 7.66%, 3-year 18.29%, 5-year 6.76%.

RBOTX returns trail the peer average of 6.70% 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.