RFBSX Mutual Fund

NAV$18.66

Returns Overview

1 Month
+0.16%
3 Months
+0.72%
6 Months
+0.94%
YTD
+0.94%
1 Year
+3.43%
3 Years (annualized)
+4.91%
5 Years (annualized)
+1.98%
10 Years (annualized)
+2.21%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 1-3 Year US Treasuries Index
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+3.23%
vs Peers
-2.29%

RFBSX Mutual Fund Performance

RFBSX performance across multiple time periods: 1-month 0.16%, YTD 0.94%, 1-year 3.43%, 3-year 4.91%, 5-year 1.98%, 10-year 2.21%.

RFBSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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