RCBBX Mutual Fund

RCBBX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
+1.68%
3 Months
-0.99%
6 Months
-2.26%
YTD
-2.49%
1 Year
-2.55%
3 Years (annualized)
+4.71%
5 Years (annualized)
-1.58%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBBX 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
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🏦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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-2.49%
Peer Avg (YTD)
+1.93%
vs Peers
-4.42%

RCBBX Mutual Fund Performance

RCBBX performance across multiple time periods: 1-month 1.68%, YTD -2.49%, 1-year -2.55%, 3-year 4.71%, 5-year -1.58%, 10-year 1.25%.

RCBBX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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