RLBAX Mutual Fund

RLBAX Mutual Fund

NAV$40.25
See how much of RLBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.60%
3 Months
+2.21%
6 Months
+5.21%
YTD
+7.18%
1 Year
+16.82%
3 Years (annualized)
+14.68%
5 Years (annualized)
+8.30%
10 Years (annualized)
+9.13%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+5.54%
vs Peers
+1.65%

RLBAX Mutual Fund Performance

RLBAX performance across multiple time periods: 1-month -1.60%, YTD 7.18%, 1-year 16.82%, 3-year 14.68%, 5-year 8.30%, 10-year 9.13%.

RLBAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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