RBEMX

Mutual fund

$31.48 +$0.08 (+0.25%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $27.34High $32.79

Has RBEMX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RBEMX returned +11.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RBEMX
+11.1%
S&P 500
+16.6%
Largest decline 
RBEMX
9.8%
S&P 500
8.9%
Risk-adjusted return 
RBEMX
0.58
S&P 500
0.97
Downside risk-adjusted return 
RBEMX
0.84
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

PeriodRBEMXS&P 500
1 month -0.9% +0.6%
3 months +0.3% +3.4%
Year to date +8.2% +13.3%
1 year +11.1% +16.6%
3 years (annualized) +18.8% +23.1%

Volatility (1-year, annualized): 13.0% · Largest decline (max drawdown, since Oct 2021): 27.7%

How are your investments doing?

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