RIBRX Mutual Fund

NAV$8.26

Returns Overview

1 Month
-0.85%
3 Months
-0.59%
6 Months
-1.31%
YTD
-1.19%
1 Year
+0.82%
3 Years (annualized)
+3.41%
5 Years (annualized)
-0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIBRX 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)
-1.19%
Peer Avg (YTD)
+3.23%
vs Peers
-4.42%

RIBRX Mutual Fund Performance

RIBRX performance across multiple time periods: 1-month -0.85%, YTD -1.19%, 1-year 0.82%, 3-year 3.41%, 5-year -0.59%.

RIBRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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