RFBSX Mutual Fund

RFBSX Mutual Fund

NAV$18.62
See how much of RFBSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.05%
3 Months
+0.47%
6 Months
+0.67%
YTD
+0.99%
1 Year
+3.45%
3 Years (annualized)
+4.92%
5 Years (annualized)
+2.05%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFBSX 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
ICE BofA 1-3 Year US Treasuries Index
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+0.12%
vs Peers
+0.87%

RFBSX Mutual Fund Performance

RFBSX performance across multiple time periods: 1-month 0.05%, YTD 0.99%, 1-year 3.45%, 3-year 4.92%, 5-year 2.05%, 10-year 2.25%.

RFBSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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