RLBEX Mutual Fund

RLBEX Mutual Fund

NAV$40.14
See how much of RLBEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.49%
3 Months
-2.90%
6 Months
+8.10%
YTD
+6.12%
1 Year
+10.93%
3 Years (annualized)
+16.37%
5 Years (annualized)
+8.95%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+4.96%
vs Peers
+1.16%

RLBEX Mutual Fund Performance

RLBEX performance across multiple time periods: 1-month -2.49%, YTD 6.12%, 1-year 10.93%, 3-year 16.37%, 5-year 8.95%, 10-year 9.83%.

RLBEX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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