RSBYX Mutual Fund

RSBYX Mutual Fund

NAV$18.43
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Returns Overview

1 Month
+0.28%
3 Months
+0.50%
6 Months
+0.46%
YTD
+1.31%
1 Year
+2.89%
3 Years (annualized)
+4.82%
5 Years (annualized)
+2.02%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSBYX 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)
+1.31%
Peer Avg (YTD)
+2.15%
vs Peers
-0.84%

RSBYX Mutual Fund Performance

RSBYX performance across multiple time periods: 1-month 0.28%, YTD 1.31%, 1-year 2.89%, 3-year 4.82%, 5-year 2.02%, 10-year 2.28%.

RSBYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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