RBAIX Mutual Fund

RBAIX Mutual Fund

NAV$29.95
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Returns Overview

1 Month
-2.03%
3 Months
-0.09%
6 Months
+7.56%
YTD
+5.83%
1 Year
+8.93%
3 Years (annualized)
+14.34%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBAIX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+4.96%
vs Peers
+0.86%

RBAIX Mutual Fund Performance

RBAIX performance across multiple time periods: 1-month -2.03%, YTD 5.83%, 1-year 8.93%, 3-year 14.34%, 5-year 6.93%, 10-year 9.43%.

RBAIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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