RSBYX Mutual Fund

RSBYX Mutual Fund

NAV$18.44
See how much of RSBYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.97%
3 Months
-0.63%
6 Months
+0.10%
YTD
+0.33%
1 Year
+1.46%
3 Years (annualized)
+4.82%
5 Years (annualized)
+2.02%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSBYX 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
ICE BofA 1-3 Year US Treasuries Index
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
+0.50%
vs Peers
-0.17%

RSBYX Mutual Fund Performance

RSBYX performance across multiple time periods: 1-month -0.97%, YTD 0.33%, 1-year 1.46%, 3-year 4.82%, 5-year 2.02%, 10-year 2.28%.

RSBYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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