RBOFX Mutual Fund

RBOFX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-1.91%
3 Months
-2.16%
6 Months
-1.84%
YTD
-1.78%
1 Year
-0.67%
3 Years (annualized)
+4.66%
5 Years (annualized)
+1.31%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBOFX 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 Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
-3.84%
vs Peers
+2.06%

RBOFX Mutual Fund Performance

RBOFX performance across multiple time periods: 1-month -1.91%, YTD -1.78%, 1-year -0.67%, 3-year 4.66%, 5-year 1.31%, 10-year 2.09%.

RBOFX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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