RAEBX

Mutual fund

$42.80 +$0.31 (+0.73%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $38.92High $47.26

Has RAEBX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RAEBX returned +7.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RAEBX
+7.8%
S&P 500
+16.6%
Largest decline 
RAEBX
14.3%
S&P 500
8.9%
Risk-adjusted return 
RAEBX
0.31
S&P 500
0.97
Downside risk-adjusted return 
RAEBX
0.44
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRAEBXS&P 500
1 month +0.4% +0.6%
3 months +1.1% +3.4%
Year to date +4.8% +13.3%
1 year +7.8% +16.6%
3 years (annualized) +19.5% +23.1%

Volatility (1-year, annualized): 15.8% · Largest decline (max drawdown, since Oct 2021): 35.7%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Can't connect your account? Type your holdings into the Free Portfolio Analyzer