RLBAX Mutual Fund

RLBAX Mutual Fund

NAV$39.80
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Returns Overview

1 Month
-2.52%
3 Months
-3.08%
6 Months
+7.72%
YTD
+5.58%
1 Year
+10.15%
3 Years (annualized)
+15.60%
5 Years (annualized)
+8.19%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+4.96%
vs Peers
+0.61%

RLBAX Mutual Fund Performance

RLBAX performance across multiple time periods: 1-month -2.52%, YTD 5.58%, 1-year 10.15%, 3-year 15.60%, 5-year 8.19%, 10-year 8.78%.

RLBAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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