ROBAX Mutual Fund

NAV$8.82

Returns Overview

1 Month
+1.38%
3 Months
+5.41%
6 Months
+5.12%
YTD
+5.12%
1 Year
+10.98%
3 Years (annualized)
+6.90%
5 Years (annualized)
+2.17%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROBAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Short-Intermediate 1-10 Years Municipal Bond Index
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+1.79%
vs Peers
+3.34%

ROBAX Mutual Fund Performance

ROBAX performance across multiple time periods: 1-month 1.38%, YTD 5.12%, 1-year 10.98%, 3-year 6.90%, 5-year 2.17%, 10-year 2.44%.

ROBAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 3.17%, investors should weigh costs against performance when evaluating this mutual fund.

ROBAX performance comparison shows side-by-side returns with another fund. ROBAX alternatives are available in the Mutual Fund Screener.