REBAX Mutual Fund

REBAX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
-1.48%
3 Months
-0.16%
6 Months
+0.40%
YTD
+1.22%
1 Year
+7.38%
3 Years (annualized)
+8.28%
5 Years (annualized)
+1.82%
10 Years (annualized)
+2.92%

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
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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
JP Morgan EMBI Global Index(JPMEMBIGI)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+2.32%
vs Peers
-1.10%

REBAX Mutual Fund Performance

REBAX performance across multiple time periods: 1-month -1.48%, YTD 1.22%, 1-year 7.38%, 3-year 8.28%, 5-year 1.82%, 10-year 2.92%.

REBAX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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