RLBCX

Mutual fund

$39.87 +$0.01 (+0.03%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $36.05High $41.02

Has RLBCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RLBCX returned +10.6%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RLBCX
+10.6%
S&P 500
+16.6%
Largest decline 
RLBCX
7.0%
S&P 500
8.9%
Risk-adjusted return 
RLBCX
0.73
S&P 500
0.97
Downside risk-adjusted return 
RLBCX
1.04
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

PeriodRLBCXS&P 500
1 month 0.0% +0.6%
3 months -0.1% +3.4%
Year to date +7.7% +13.3%
1 year +10.6% +16.6%
3 years (annualized) +17.0% +23.1%

Volatility (1-year, annualized): 9.2% · Largest decline (max drawdown, since Oct 2021): 18.9%

How are your investments doing?

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