RBESX Mutual Fund

RBESX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
-3.81%
3 Months
-4.23%
6 Months
+0.71%
YTD
-0.25%
1 Year
+3.46%
3 Years (annualized)
+10.38%
5 Years (annualized)
+3.15%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBESX 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
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📉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
JPMorgan EMBI Global Diversified Index(JPEIDIVR)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+0.32%
vs Peers
-0.57%

RBESX Mutual Fund Performance

RBESX performance across multiple time periods: 1-month -3.81%, YTD -0.25%, 1-year 3.46%, 3-year 10.38%, 5-year 3.15%, 10-year 3.87%.

RBESX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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