RBGCX Mutual Fund

NAV$14.24

Returns Overview

1 Month
-0.76%
3 Months
+11.86%
6 Months
+9.60%
YTD
+9.12%
1 Year
+20.66%
3 Years (annualized)
+16.15%
5 Years (annualized)
+7.83%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBGCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+6.73%
vs Peers
+2.39%

RBGCX Mutual Fund Performance

RBGCX performance across multiple time periods: 1-month -0.76%, YTD 9.12%, 1-year 20.66%, 3-year 16.15%, 5-year 7.83%, 10-year 9.96%.

RBGCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

RBGCX performance comparison shows side-by-side returns with another fund. RBGCX alternatives are available in the Mutual Fund Screener.