REBBX Mutual Fund

REBBX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
+1.40%
3 Months
-0.39%
6 Months
-1.02%
YTD
-0.95%
1 Year
-0.30%
3 Years (annualized)
+4.24%
5 Years (annualized)
+0.61%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REBBX 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 Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-0.95%
Peer Avg (YTD)
-0.87%
vs Peers
-0.08%

REBBX Mutual Fund Performance

REBBX performance across multiple time periods: 1-month 1.40%, YTD -0.95%, 1-year -0.30%, 3-year 4.24%, 5-year 0.61%, 10-year 1.22%.

REBBX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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