RCBHX Mutual Fund

RCBHX Mutual Fund

NAV$9.23
See how much of RCBHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.77%
3 Months
-1.05%
6 Months
-1.35%
YTD
-0.99%
1 Year
+1.77%
3 Years (annualized)
+3.94%
5 Years (annualized)
-0.70%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBHX 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)
-0.99%
Peer Avg (YTD)
+0.12%
vs Peers
-1.11%

RCBHX Mutual Fund Performance

RCBHX performance across multiple time periods: 1-month -1.77%, YTD -0.99%, 1-year 1.77%, 3-year 3.94%, 5-year -0.70%, 10-year 2.18%.

RCBHX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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