RBSRX Mutual Fund

RBSRX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
+0.14%
3 Months
+0.52%
6 Months
+0.59%
YTD
+1.09%
1 Year
+4.60%
3 Years (annualized)
+6.22%

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)
+1.09%
Peer Avg (YTD)
+0.12%
vs Peers
+0.97%

RBSRX Mutual Fund Performance

RBSRX performance across multiple time periods: 1-month 0.14%, YTD 1.09%, 1-year 4.60%, 3-year 6.22%.

RBSRX returns outperform the peer average of 0.12% 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.