RBFGX Mutual Fund

RBFGX Mutual Fund

NAV$10.88
See how much of RBFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.77%
3 Months
-0.59%
6 Months
-1.41%
YTD
-1.30%
1 Year
-0.92%
3 Years (annualized)
+5.27%
5 Years (annualized)
-0.17%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBFGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+1.93%
vs Peers
-3.22%

RBFGX Mutual Fund Performance

RBFGX performance across multiple time periods: 1-month 1.77%, YTD -1.30%, 1-year -0.92%, 3-year 5.27%, 5-year -0.17%, 10-year 1.92%.

RBFGX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

RBFGX vs another fund shows side-by-side returns. RBFGX alternatives are available in the Mutual Fund Screener.