REBYX Mutual Fund

REBYX Mutual Fund

NAV$30.21
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Returns Overview

1 Month
+1.65%
3 Months
-1.85%
6 Months
+4.52%
YTD
+17.46%
1 Year
+22.66%
3 Years (annualized)
+18.26%
5 Years (annualized)
+5.72%
10 Years (annualized)
+10.30%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.46%
Peer Avg (YTD)
+12.21%
vs Peers
+5.25%

REBYX Mutual Fund Performance

REBYX performance across multiple time periods: 1-month 1.65%, YTD 17.46%, 1-year 22.66%, 3-year 18.26%, 5-year 5.72%, 10-year 10.30%.

REBYX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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