ROBNX Mutual Fund

ROBNX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-1.65%
3 Months
+0.89%
6 Months
+1.26%
YTD
+3.52%
1 Year
+10.07%
3 Years (annualized)
+5.98%
5 Years (annualized)
+2.02%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROBNX 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
Bloomberg Short-Intermediate 1-10 Years Municipal Bond Index
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+0.23%
vs Peers
+3.29%

ROBNX Mutual Fund Performance

ROBNX performance across multiple time periods: 1-month -1.65%, YTD 3.52%, 1-year 10.07%, 3-year 5.98%, 5-year 2.02%, 10-year 2.48%.

ROBNX returns outperform the peer average of 0.23% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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