RBVAX Mutual Fund

NAV$15.34

Returns Overview

1 Month
+6.24%
3 Months
+10.88%
6 Months
+2.11%
YTD
-0.19%
1 Year
-2.88%
3 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBVAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
-0.19%
Peer Avg (YTD)
+4.49%
vs Peers
-4.68%

RBVAX Mutual Fund Performance

RBVAX performance across multiple time periods: 1-month 6.24%, YTD -0.19%, 1-year -2.88%, 3-year 7.92%.

RBVAX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

RBVAX performance comparison shows side-by-side returns with another fund. RBVAX alternatives are available in the Mutual Fund Screener.