RBOEX Mutual Fund

RBOEX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-1.93%
3 Months
-2.24%
6 Months
-1.98%
YTD
-2.00%
1 Year
-0.89%
3 Years (annualized)
+4.35%
5 Years (annualized)
+1.02%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBOEX 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)
-2.00%
Peer Avg (YTD)
-3.84%
vs Peers
+1.84%

RBOEX Mutual Fund Performance

RBOEX performance across multiple time periods: 1-month -1.93%, YTD -2.00%, 1-year -0.89%, 3-year 4.35%, 5-year 1.02%, 10-year 1.78%.

RBOEX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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