RSBTX Mutual Fund

RSBTX Mutual Fund

NAV$18.63
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Returns Overview

1 Month
+0.03%
3 Months
+0.40%
6 Months
+0.56%
YTD
+0.88%
1 Year
+3.21%
3 Years (annualized)
+4.66%
5 Years (annualized)
+1.79%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSBTX 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
ICE BofA 1-3 Year US Treasuries Index
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+0.12%
vs Peers
+0.76%

RSBTX Mutual Fund Performance

RSBTX performance across multiple time periods: 1-month 0.03%, YTD 0.88%, 1-year 3.21%, 3-year 4.66%, 5-year 1.79%, 10-year 2.00%.

RSBTX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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