RLBAX Mutual Fund

RLBAX Mutual Fund

NAV$40.67
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Returns Overview

1 Month
+0.48%
3 Months
+11.14%
6 Months
+9.66%
YTD
+8.93%
1 Year
+19.73%
3 Years (annualized)
+16.00%
5 Years (annualized)
+8.85%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBAX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+5.87%
vs Peers
+3.06%

RLBAX Mutual Fund Performance

RLBAX performance across multiple time periods: 1-month 0.48%, YTD 8.93%, 1-year 19.73%, 3-year 16.00%, 5-year 8.85%, 10-year 9.00%.

RLBAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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