RLBEX Mutual Fund

RLBEX Mutual Fund

NAV$40.13
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Returns Overview

1 Month
+1.12%
3 Months
+0.11%
6 Months
+5.15%
YTD
+8.84%
1 Year
+17.15%
3 Years (annualized)
+16.37%
5 Years (annualized)
+8.95%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBEX 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)
+8.84%
Peer Avg (YTD)
+6.28%
vs Peers
+2.55%

RLBEX Mutual Fund Performance

RLBEX performance across multiple time periods: 1-month 1.12%, YTD 8.84%, 1-year 17.15%, 3-year 16.37%, 5-year 8.95%, 10-year 9.83%.

RLBEX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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