RFBSX

Mutual fund

$18.43 -$0.02 (-0.11%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $18.38High $19.11

Has RFBSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RFBSX returned +1.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RFBSX
+1.3%
S&P 500
+16.6%
Largest decline 
RFBSX
1.3%
S&P 500
8.9%
Risk-adjusted return 
RFBSX
-1.68
S&P 500
0.97
Downside risk-adjusted return 
RFBSX
-2.10
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

PeriodRFBSXS&P 500
1 month 0.0% +0.6%
3 months -0.5% +3.4%
Year to date +0.6% +13.3%
1 year +1.3% +16.6%
3 years (annualized) +4.9% +23.1%

Volatility (1-year, annualized): 1.5% · Largest decline (max drawdown, since Oct 2021): 7.2%

How are your investments doing?

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