ROBNX Mutual Fund

NAV$8.82

Returns Overview

1 Month
+1.41%
3 Months
+5.48%
6 Months
+5.26%
YTD
+5.26%
1 Year
+11.24%
3 Years (annualized)
+7.15%
5 Years (annualized)
+2.43%
10 Years (annualized)
+2.68%

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
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)
+5.26%
Peer Avg (YTD)
+1.79%
vs Peers
+3.47%

ROBNX Mutual Fund Performance

ROBNX performance across multiple time periods: 1-month 1.41%, YTD 5.26%, 1-year 11.24%, 3-year 7.15%, 5-year 2.43%, 10-year 2.68%.

ROBNX returns outperform the peer average of 1.79% YTD. With an expense ratio of 2.92%, investors should weigh costs against performance when evaluating this mutual fund.

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