RBRCX Mutual Fund

RBRCX Mutual Fund

NAV$13.72
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Returns Overview

1 Month
+6.15%
3 Months
+11.17%
6 Months
+2.40%
YTD
-0.73%
1 Year
-2.65%
3 Years (annualized)
+8.52%
5 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBRCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-0.73%
Peer Avg (YTD)
+4.49%
vs Peers
-5.22%

RBRCX Mutual Fund Performance

RBRCX performance across multiple time periods: 1-month 6.15%, YTD -0.73%, 1-year -2.65%, 3-year 8.52%, 5-year 9.34%.

RBRCX returns trail the peer average of 4.49% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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