RERBX Mutual Fund

RERBX Mutual Fund

NAV$55.68
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Returns Overview

1 Month
-5.22%
3 Months
-4.80%
6 Months
-0.68%
YTD
+2.76%
1 Year
+5.77%
3 Years (annualized)
+14.75%
5 Years (annualized)
+2.27%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERBX 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
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📉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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+5.23%
vs Peers
-2.47%

RERBX Mutual Fund Performance

RERBX performance across multiple time periods: 1-month -5.22%, YTD 2.76%, 1-year 5.77%, 3-year 14.75%, 5-year 2.27%, 10-year 6.95%.

RERBX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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