ROBAX Mutual Fund

ROBAX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
-1.67%
3 Months
+0.82%
6 Months
+1.14%
YTD
+3.36%
1 Year
+9.68%
3 Years (annualized)
+5.74%
5 Years (annualized)
+1.74%
10 Years (annualized)
+2.25%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Short-Intermediate 1-10 Years Municipal Bond Index
This Mutual Fund (YTD)
+3.36%
Peer Avg (YTD)
+0.23%
vs Peers
+3.13%

ROBAX Mutual Fund Performance

ROBAX performance across multiple time periods: 1-month -1.67%, YTD 3.36%, 1-year 9.68%, 3-year 5.74%, 5-year 1.74%, 10-year 2.25%.

ROBAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 2.92%, investors should weigh costs against performance when evaluating this mutual fund.

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