RCBEX Mutual Fund

RCBEX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-1.76%
3 Months
-1.05%
6 Months
-1.34%
YTD
-0.98%
1 Year
+1.80%
3 Years (annualized)
+4.01%
5 Years (annualized)
-0.62%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBEX 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)
-0.98%
Peer Avg (YTD)
+0.12%
vs Peers
-1.10%

RCBEX Mutual Fund Performance

RCBEX performance across multiple time periods: 1-month -1.76%, YTD -0.98%, 1-year 1.80%, 3-year 4.01%, 5-year -0.62%, 10-year 2.25%.

RCBEX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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