RCBAX Mutual Fund

RCBAX Mutual Fund

NAV$8.95
See how much of RCBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.84%
3 Months
-4.43%
6 Months
-3.61%
YTD
-4.12%
1 Year
-3.91%
3 Years (annualized)
+3.36%
5 Years (annualized)
-1.50%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBAX 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 Aggregate Index
This Mutual Fund (YTD)
-4.12%
Peer Avg (YTD)
+0.50%
vs Peers
-4.62%

RCBAX Mutual Fund Performance

RCBAX performance across multiple time periods: 1-month -2.84%, YTD -4.12%, 1-year -3.91%, 3-year 3.36%, 5-year -1.50%, 10-year 1.38%.

RCBAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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