ROBCX Mutual Fund

ROBCX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
+3.35%
3 Months
-3.72%
6 Months
-3.12%
YTD
-0.92%
1 Year
-0.33%
3 Years (annualized)
+7.12%
5 Years (annualized)
+0.62%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROBCX 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
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📉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
Bloomberg Short-Intermediate 1-10 Years Municipal Bond Index
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
-0.87%
vs Peers
-0.06%

ROBCX Mutual Fund Performance

ROBCX performance across multiple time periods: 1-month 3.35%, YTD -0.92%, 1-year -0.33%, 3-year 7.12%, 5-year 0.62%, 10-year 1.75%.

ROBCX returns trail the peer average of -0.87% YTD. With an expense ratio of 3.67%, investors should weigh costs against performance when evaluating this mutual fund.

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