REBBX Mutual Fund

REBBX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-1.97%
3 Months
-2.35%
6 Months
-2.19%
YTD
-2.32%
1 Year
-1.39%
3 Years (annualized)
+3.88%
5 Years (annualized)
+0.63%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REBBX 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)
-2.32%
Peer Avg (YTD)
-3.84%
vs Peers
+1.52%

REBBX Mutual Fund Performance

REBBX performance across multiple time periods: 1-month -1.97%, YTD -2.32%, 1-year -1.39%, 3-year 3.88%, 5-year 0.63%, 10-year 1.33%.

REBBX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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