RIBAX Mutual Fund

NAV$8.23

Returns Overview

1 Month
-0.87%
3 Months
-0.67%
6 Months
-1.46%
YTD
-1.35%
1 Year
+0.50%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.95%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.35%
Peer Avg (YTD)
+3.23%
vs Peers
-4.57%

RIBAX Mutual Fund Performance

RIBAX performance across multiple time periods: 1-month -0.87%, YTD -1.35%, 1-year 0.50%, 3-year 3.10%, 5-year -0.95%.

RIBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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