ROBCX Mutual Fund

ROBCX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
-7.00%
3 Months
-8.46%
6 Months
-3.70%
YTD
-4.14%
1 Year
-2.77%
3 Years (annualized)
+6.39%
5 Years (annualized)
+1.06%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROBCX 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
Bloomberg Short-Intermediate 1-10 Years Municipal Bond Index
This Mutual Fund (YTD)
-4.14%
Peer Avg (YTD)
-3.84%
vs Peers
-0.30%

ROBCX Mutual Fund Performance

ROBCX performance across multiple time periods: 1-month -7.00%, YTD -4.14%, 1-year -2.77%, 3-year 6.39%, 5-year 1.06%, 10-year 1.57%.

ROBCX returns trail the peer average of -3.84% YTD. With an expense ratio of 3.67%, investors should weigh costs against performance when evaluating this mutual fund.

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