RBITX Mutual Fund

RBITX Mutual Fund

NAV$24.87
See how much of RBITX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.87%
3 Months
-1.79%
6 Months
+12.02%
YTD
+7.49%
1 Year
+11.41%
3 Years (annualized)
+16.91%
5 Years (annualized)
+7.93%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBITX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+7.09%
vs Peers
+0.40%

RBITX Mutual Fund Performance

RBITX performance across multiple time periods: 1-month -1.87%, YTD 7.49%, 1-year 11.41%, 3-year 16.91%, 5-year 7.93%, 10-year 10.80%.

RBITX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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