RIBAX Mutual Fund

RIBAX Mutual Fund

NAV$7.93
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Returns Overview

1 Month
+0.43%
3 Months
-2.05%
6 Months
-3.60%
YTD
-2.52%
1 Year
-1.44%
3 Years (annualized)
+2.90%
5 Years (annualized)
-1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIBAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.52%
Peer Avg (YTD)
+2.15%
vs Peers
-4.67%

RIBAX Mutual Fund Performance

RIBAX performance across multiple time periods: 1-month 0.43%, YTD -2.52%, 1-year -1.44%, 3-year 2.90%, 5-year -1.34%.

RIBAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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