REBYX Mutual Fund

REBYX Mutual Fund

NAV$31.96
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+6.52%
3 Months
+21.87%
6 Months
+24.49%
YTD
+23.67%
1 Year
+40.34%
3 Years (annualized)
+15.66%
5 Years (annualized)
+7.12%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REBYX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.67%
Peer Avg (YTD)
+18.52%
vs Peers
+5.15%

REBYX Mutual Fund Performance

REBYX performance across multiple time periods: 1-month 6.52%, YTD 23.67%, 1-year 40.34%, 3-year 15.66%, 5-year 7.12%, 10-year 11.21%.

REBYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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