RCBFX Mutual Fund

RCBFX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
-1.75%
3 Months
-1.01%
6 Months
-1.27%
YTD
-0.90%
1 Year
+1.94%
3 Years (annualized)
+4.10%
5 Years (annualized)
-0.55%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBFX 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
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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)
-0.90%
Peer Avg (YTD)
+0.12%
vs Peers
-1.02%

RCBFX Mutual Fund Performance

RCBFX performance across multiple time periods: 1-month -1.75%, YTD -0.90%, 1-year 1.94%, 3-year 4.10%, 5-year -0.55%, 10-year 2.29%.

RCBFX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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