RBOAX Mutual Fund

RBOAX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-2.00%
3 Months
-2.50%
6 Months
-2.42%
YTD
-2.62%
1 Year
-1.69%
3 Years (annualized)
+3.58%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBOAX 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 Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-2.62%
Peer Avg (YTD)
-3.84%
vs Peers
+1.22%

RBOAX Mutual Fund Performance

RBOAX performance across multiple time periods: 1-month -2.00%, YTD -2.62%, 1-year -1.69%, 3-year 3.58%, 5-year 0.34%, 10-year 1.23%.

RBOAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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