REBAX Mutual Fund

NAV$10.07

Returns Overview

1 Month
+0.37%
3 Months
+4.19%
6 Months
+2.74%
YTD
+2.74%
1 Year
+10.24%
3 Years (annualized)
+9.43%
5 Years (annualized)
+2.23%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REBAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan EMBI Global Index(JPMEMBIGI)
This Mutual Fund (YTD)
+2.74%
Peer Avg (YTD)
+3.07%
vs Peers
-0.33%

REBAX Mutual Fund Performance

REBAX performance across multiple time periods: 1-month 0.37%, YTD 2.74%, 1-year 10.24%, 3-year 9.43%, 5-year 2.23%, 10-year 3.17%.

REBAX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

REBAX performance comparison shows side-by-side returns with another fund. REBAX alternatives are available in the Mutual Fund Screener.