RBSRX Mutual Fund

RBSRX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
-0.15%
3 Months
-0.11%
6 Months
+0.40%
YTD
+0.98%
1 Year
+1.98%
3 Years (annualized)
+6.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBSRX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+1.93%
vs Peers
-0.95%

RBSRX Mutual Fund Performance

RBSRX performance across multiple time periods: 1-month -0.15%, YTD 0.98%, 1-year 1.98%, 3-year 6.54%.

RBSRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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