RBIAX

Mutual fund

$9.98 -$0.01 (-0.10%) NAV as of Oct 19, 2026

Prices on SharpeShare since Nov 2, 2021

52-week range

Low $9.98High $10.31

Has RBIAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RBIAX returned +1.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RBIAX
+1.9%
S&P 500
+16.6%
Largest decline 
RBIAX
1.4%
S&P 500
8.9%
Risk-adjusted return 
RBIAX
-1.40
S&P 500
0.98
Downside risk-adjusted return 
RBIAX
-1.79
S&P 500
1.44

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

PeriodRBIAXS&P 500
1 month -0.5% +0.6%
3 months -0.3% +3.4%
Year to date +0.8% +13.3%
1 year +1.9% +16.6%
3 years (annualized) +6.2% +23.1%

Volatility (1-year, annualized): 1.4% · Largest decline (max drawdown, since Nov 2021): 4.0%

How are your investments doing?

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