RLBBX Mutual Fund

RLBBX Mutual Fund

NAV$40.02
See how much of RLBBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.57%
3 Months
+2.23%
6 Months
+5.23%
YTD
+7.17%
1 Year
+16.84%
3 Years (annualized)
+14.69%
5 Years (annualized)
+8.30%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBBX 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)
+7.17%
Peer Avg (YTD)
+5.54%
vs Peers
+1.63%

RLBBX Mutual Fund Performance

RLBBX performance across multiple time periods: 1-month -1.57%, YTD 7.17%, 1-year 16.84%, 3-year 14.69%, 5-year 8.30%, 10-year 9.12%.

RLBBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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