RBEKX Mutual Fund

RBEKX Mutual Fund

NAV$24.24
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Returns Overview

1 Month
-2.08%
3 Months
-1.84%
6 Months
+9.88%
YTD
+6.28%
1 Year
+9.92%
3 Years (annualized)
+15.79%
5 Years (annualized)
+7.61%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBEKX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+7.09%
vs Peers
-0.81%

RBEKX Mutual Fund Performance

RBEKX performance across multiple time periods: 1-month -2.08%, YTD 6.28%, 1-year 9.92%, 3-year 15.79%, 5-year 7.61%, 10-year 10.56%.

RBEKX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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