RBLSX Mutual Fund

RBLSX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-2.31%
3 Months
-1.10%
6 Months
+7.00%
YTD
+5.64%
1 Year
+8.55%
3 Years (annualized)
+13.16%
5 Years (annualized)
+6.12%
10 Years (annualized)
+6.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBLSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+4.96%
vs Peers
+0.67%

RBLSX Mutual Fund Performance

RBLSX performance across multiple time periods: 1-month -2.31%, YTD 5.64%, 1-year 8.55%, 3-year 13.16%, 5-year 6.12%, 10-year 6.59%.

RBLSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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