RCBBX Mutual Fund

RCBBX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
-2.84%
3 Months
-4.43%
6 Months
-3.60%
YTD
-4.11%
1 Year
-3.89%
3 Years (annualized)
+3.37%
5 Years (annualized)
-1.49%
10 Years (annualized)
+1.33%

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)
-4.11%
Peer Avg (YTD)
+0.50%
vs Peers
-4.61%

RCBBX Mutual Fund Performance

RCBBX performance across multiple time periods: 1-month -2.84%, YTD -4.11%, 1-year -3.89%, 3-year 3.37%, 5-year -1.49%, 10-year 1.33%.

RCBBX returns trail the peer average of 0.50% 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.