RBLVX Mutual Fund

RBLVX Mutual Fund

NAV$11.85
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Returns Overview

1 Month
-2.38%
3 Months
-1.23%
6 Months
+6.68%
YTD
+5.29%
1 Year
+7.96%
3 Years (annualized)
+12.64%
5 Years (annualized)
+5.64%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBLVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+4.97%
vs Peers
+0.32%

RBLVX Mutual Fund Performance

RBLVX performance across multiple time periods: 1-month -2.38%, YTD 5.29%, 1-year 7.96%, 3-year 12.64%, 5-year 5.64%, 10-year 6.13%.

RBLVX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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