RLBAX Mutual Fund

RLBAX Mutual Fund

NAV$39.31
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Returns Overview

1 Month
+1.05%
3 Months
-0.09%
6 Months
+4.75%
YTD
+8.31%
1 Year
+16.27%
3 Years (annualized)
+15.60%
5 Years (annualized)
+8.19%
10 Years (annualized)
+8.78%

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)
+8.31%
Peer Avg (YTD)
+6.28%
vs Peers
+2.03%

RLBAX Mutual Fund Performance

RLBAX performance across multiple time periods: 1-month 1.05%, YTD 8.31%, 1-year 16.27%, 3-year 15.60%, 5-year 8.19%, 10-year 8.78%.

RLBAX returns outperform the peer average of 6.28% 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.