RAEBX Mutual Fund

RAEBX Mutual Fund

NAV$43.65
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Returns Overview

1 Month
-1.49%
3 Months
-0.30%
6 Months
+15.02%
YTD
+4.87%
1 Year
+7.96%
3 Years (annualized)
+17.53%
5 Years (annualized)
+7.63%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAEBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.87%
Peer Avg (YTD)
+8.68%
vs Peers
-3.81%

RAEBX Mutual Fund Performance

RAEBX performance across multiple time periods: 1-month -1.49%, YTD 4.87%, 1-year 7.96%, 3-year 17.53%, 5-year 7.63%, 10-year 12.16%.

RAEBX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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