RCBAX Mutual Fund

RCBAX Mutual Fund

NAV$9.26
See how much of RCBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.84%
3 Months
-1.28%
6 Months
-1.80%
YTD
-1.52%
1 Year
+0.83%
3 Years (annualized)
+2.97%
5 Years (annualized)
-1.63%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.52%
Peer Avg (YTD)
+0.12%
vs Peers
-1.64%

RCBAX Mutual Fund Performance

RCBAX performance across multiple time periods: 1-month -1.84%, YTD -1.52%, 1-year 0.83%, 3-year 2.97%, 5-year -1.63%, 10-year 1.31%.

RCBAX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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