RIBAX Mutual Fund

RIBAX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
-1.61%
3 Months
-2.22%
6 Months
-2.79%
YTD
-2.94%
1 Year
-0.52%
3 Years (annualized)
+2.57%
5 Years (annualized)
-1.49%

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)
-2.94%
Peer Avg (YTD)
+0.12%
vs Peers
-3.06%

RIBAX Mutual Fund Performance

RIBAX performance across multiple time periods: 1-month -1.61%, YTD -2.94%, 1-year -0.52%, 3-year 2.57%, 5-year -1.49%.

RIBAX returns trail the peer average of 0.12% 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.