RBEKX

Mutual fund

$24.05 +$0.03 (+0.12%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $21.37High $24.91

Has RBEKX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RBEKX returned +9.6%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RBEKX
+9.6%
S&P 500
+16.6%
Largest decline 
RBEKX
8.5%
S&P 500
8.9%
Risk-adjusted return 
RBEKX
0.54
S&P 500
0.97
Downside risk-adjusted return 
RBEKX
0.78
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

PeriodRBEKXS&P 500
1 month -0.5% +0.6%
3 months 0.0% +3.4%
Year to date +7.0% +13.3%
1 year +9.6% +16.6%
3 years (annualized) +17.4% +23.1%

Volatility (1-year, annualized): 11.0% · Largest decline (max drawdown, since Oct 2021): 25.4%

How are your investments doing?

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