RLBCX Mutual Fund

RLBCX Mutual Fund

NAV$39.76
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Returns Overview

1 Month
-1.55%
3 Months
+2.33%
6 Months
+5.47%
YTD
+7.47%
1 Year
+17.34%
3 Years (annualized)
+15.19%
5 Years (annualized)
+8.77%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBCX 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)
+7.47%
Peer Avg (YTD)
+5.54%
vs Peers
+1.93%

RLBCX Mutual Fund Performance

RLBCX performance across multiple time periods: 1-month -1.55%, YTD 7.47%, 1-year 17.34%, 3-year 15.19%, 5-year 8.77%, 10-year 9.60%.

RLBCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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