RBCUX Mutual Fund

RBCUX Mutual Fund

NAV$20.84
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Returns Overview

1 Month
-3.67%
3 Months
-5.16%
6 Months
-3.25%
YTD
-3.24%
1 Year
-1.80%
3 Years (annualized)
+3.41%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBCUX 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
Bloomberg Municipal 1-15 Years Blend Index
This Mutual Fund (YTD)
-3.24%
Peer Avg (YTD)
-3.84%
vs Peers
+0.60%

RBCUX Mutual Fund Performance

RBCUX performance across multiple time periods: 1-month -3.67%, YTD -3.24%, 1-year -1.80%, 3-year 3.41%, 5-year 0.80%, 10-year 2.11%.

RBCUX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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