RBENX Mutual Fund

RBENX Mutual Fund

NAV$21.99
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Returns Overview

1 Month
-1.66%
3 Months
-1.75%
6 Months
+13.09%
YTD
+8.27%
1 Year
+12.36%
3 Years (annualized)
+17.21%
5 Years (annualized)
+8.11%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBENX 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)
+8.27%
Peer Avg (YTD)
+7.09%
vs Peers
+1.18%

RBENX Mutual Fund Performance

RBENX performance across multiple time periods: 1-month -1.66%, YTD 8.27%, 1-year 12.36%, 3-year 17.21%, 5-year 8.11%, 10-year 11.06%.

RBENX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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