RFBSX Mutual Fund

RFBSX Mutual Fund

NAV$18.42
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Returns Overview

1 Month
-0.97%
3 Months
-0.65%
6 Months
+0.06%
YTD
+0.28%
1 Year
+1.38%
3 Years (annualized)
+4.75%
5 Years (annualized)
+1.99%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFBSX 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
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🏦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
ICE BofA 1-3 Year US Treasuries Index
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.50%
vs Peers
-0.21%

RFBSX Mutual Fund Performance

RFBSX performance across multiple time periods: 1-month -0.97%, YTD 0.28%, 1-year 1.38%, 3-year 4.75%, 5-year 1.99%, 10-year 2.20%.

RFBSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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