ROBNX Mutual Fund

ROBNX Mutual Fund

NAV$8.17
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Returns Overview

1 Month
-6.80%
3 Months
-8.21%
6 Months
-3.18%
YTD
-3.38%
1 Year
-1.73%
3 Years (annualized)
+7.46%
5 Years (annualized)
+2.06%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROBNX 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)
-3.38%
Peer Avg (YTD)
-3.84%
vs Peers
+0.46%

ROBNX Mutual Fund Performance

ROBNX performance across multiple time periods: 1-month -6.80%, YTD -3.38%, 1-year -1.73%, 3-year 7.46%, 5-year 2.06%, 10-year 2.56%.

ROBNX returns outperform the peer average of -3.84% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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