RLBFX Mutual Fund

RLBFX Mutual Fund

NAV$41.20
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Returns Overview

1 Month
-1.51%
3 Months
+2.48%
6 Months
+5.75%
YTD
+7.82%
1 Year
+18.01%
3 Years (annualized)
+15.70%
5 Years (annualized)
+9.32%
10 Years (annualized)
+9.72%

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
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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)
+7.82%
Peer Avg (YTD)
+5.54%
vs Peers
+2.28%

RLBFX Mutual Fund Performance

RLBFX performance across multiple time periods: 1-month -1.51%, YTD 7.82%, 1-year 18.01%, 3-year 15.70%, 5-year 9.32%, 10-year 9.72%.

RLBFX returns outperform the peer average of 5.54% 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.