RFBSX Mutual Fund

RFBSX Mutual Fund

NAV$18.41
See how much of RFBSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
+0.48%
6 Months
+0.42%
YTD
+1.27%
1 Year
+2.81%
3 Years (annualized)
+4.75%
5 Years (annualized)
+1.99%
10 Years (annualized)
+2.20%

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)
+1.27%
Peer Avg (YTD)
+2.15%
vs Peers
-0.89%

RFBSX Mutual Fund Performance

RFBSX performance across multiple time periods: 1-month 0.27%, YTD 1.27%, 1-year 2.81%, 3-year 4.75%, 5-year 1.99%, 10-year 2.20%.

RFBSX returns trail the peer average of 2.15% 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.