RBEHX

Mutual fund

$14.36 -$0.03 (-0.21%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $13.63High $14.93

Has RBEHX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RBEHX returned +4.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RBEHX
+4.9%
S&P 500
+16.6%
Largest decline 
RBEHX
5.1%
S&P 500
8.9%
Risk-adjusted return 
RBEHX
0.19
S&P 500
0.97
Downside risk-adjusted return 
RBEHX
0.26
S&P 500
1.43

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

How are your investments doing?

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Returns by period

PeriodRBEHXS&P 500
1 month -0.2% +0.6%
3 months -0.8% +3.4%
Year to date +3.4% +13.3%
1 year +4.9% +16.6%
3 years (annualized) +11.6% +23.1%

Volatility (1-year, annualized): 6.0% · Largest decline (max drawdown, since Oct 2021): 17.5%

How are your investments doing?

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