ROBCX Mutual Fund

ROBCX Mutual Fund

NAV$8.86
See how much of ROBCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.74%
3 Months
+0.62%
6 Months
+0.75%
YTD
+2.91%
1 Year
+8.93%
3 Years (annualized)
+4.93%
5 Years (annualized)
+1.00%
10 Years (annualized)
+1.48%

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
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
Bloomberg Short-Intermediate 1-10 Years Municipal Bond Index
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+0.23%
vs Peers
+2.67%

ROBCX Mutual Fund Performance

ROBCX performance across multiple time periods: 1-month -1.74%, YTD 2.91%, 1-year 8.93%, 3-year 4.93%, 5-year 1.00%, 10-year 1.48%.

ROBCX returns outperform the peer average of 0.23% 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.