RBNAX Mutual Fund

RBNAX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-3.54%
3 Months
-2.49%
6 Months
-1.87%
YTD
-3.37%
1 Year
-3.67%
3 Years (annualized)
+9.14%
5 Years (annualized)
+5.63%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBNAX 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
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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
Bloomberg Barclays Global Aggregate Credit Index(^BBGACRI)
This Mutual Fund (YTD)
-3.37%
Peer Avg (YTD)
+0.50%
vs Peers
-3.87%

RBNAX Mutual Fund Performance

RBNAX performance across multiple time periods: 1-month -3.54%, YTD -3.37%, 1-year -3.67%, 3-year 9.14%, 5-year 5.63%, 10-year 4.75%.

RBNAX returns trail the peer average of 0.50% YTD. With an expense ratio of 3.41%, investors should weigh costs against performance when evaluating this mutual fund.

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