RBMTX Mutual Fund

RBMTX Mutual Fund

NAV$31.40
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Returns Overview

1 Month
-1.73%
3 Months
-1.79%
6 Months
+12.68%
YTD
+7.85%
1 Year
+11.87%
3 Years (annualized)
+17.80%
5 Years (annualized)
+8.33%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBMTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+7.09%
vs Peers
+0.76%

RBMTX Mutual Fund Performance

RBMTX performance across multiple time periods: 1-month -1.73%, YTD 7.85%, 1-year 11.87%, 3-year 17.80%, 5-year 8.33%, 10-year 11.01%.

RBMTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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