RLBBX

Mutual fund

$39.78 +$0.01 (+0.03%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $35.98High $40.91

Has RLBBX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RLBBX returned +10.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RLBBX
+10.2%
S&P 500
+16.6%
Largest decline 
RLBBX
7.1%
S&P 500
8.9%
Risk-adjusted return 
RLBBX
0.68
S&P 500
0.97
Downside risk-adjusted return 
RLBBX
0.98
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

PeriodRLBBXS&P 500
1 month 0.0% +0.6%
3 months -0.2% +3.4%
Year to date +7.4% +13.3%
1 year +10.2% +16.6%
3 years (annualized) +16.6% +23.1%

Volatility (1-year, annualized): 9.2% · Largest decline (max drawdown, since Oct 2021): 19.2%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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