RSBRX Mutual Fund

RSBRX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
-1.35%
3 Months
-0.76%
6 Months
-1.04%
YTD
-0.71%
1 Year
+2.67%
3 Years (annualized)
+3.62%
5 Years (annualized)
-1.02%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSBRX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+1.14%
vs Peers
-1.85%

RSBRX Mutual Fund Performance

RSBRX performance across multiple time periods: 1-month -1.35%, YTD -0.71%, 1-year 2.67%, 3-year 3.62%, 5-year -1.02%, 10-year 1.28%.

RSBRX returns trail the peer average of 1.14% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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