RLBFX Mutual Fund

RLBFX Mutual Fund

NAV$40.15
See how much of RLBFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.14%
3 Months
+0.18%
6 Months
+5.28%
YTD
+9.04%
1 Year
+17.48%
3 Years (annualized)
+16.84%
5 Years (annualized)
+9.34%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBFX 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)
+9.04%
Peer Avg (YTD)
+6.28%
vs Peers
+2.76%

RLBFX Mutual Fund Performance

RLBFX performance across multiple time periods: 1-month 1.14%, YTD 9.04%, 1-year 17.48%, 3-year 16.84%, 5-year 9.34%, 10-year 10.38%.

RLBFX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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