RBSRX

Mutual fund

$9.98 -$0.02 (-0.20%) NAV as of Oct 19, 2026

Prices on SharpeShare since Nov 2, 2021

52-week range

Low $9.98High $10.32

Has RBSRX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RBSRX returned +2.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RBSRX
+2.2%
S&P 500
+16.6%
Largest decline 
RBSRX
1.3%
S&P 500
8.9%
Risk-adjusted return 
RBSRX
-1.17
S&P 500
0.98
Downside risk-adjusted return 
RBSRX
-1.49
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

PeriodRBSRXS&P 500
1 month -0.4% +0.6%
3 months -0.2% +3.4%
Year to date +1.0% +13.3%
1 year +2.2% +16.6%
3 years (annualized) +6.5% +23.1%

Volatility (1-year, annualized): 1.5% · Largest decline (max drawdown, since Nov 2021): 4.1%

How are your investments doing?

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