RBGCX Mutual Fund

RBGCX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-1.35%
3 Months
-0.50%
6 Months
+2.10%
YTD
+7.79%
1 Year
+8.93%
3 Years (annualized)
+18.00%
5 Years (annualized)
+7.17%
10 Years (annualized)
+9.71%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+6.22%
vs Peers
+1.57%

RBGCX Mutual Fund Performance

RBGCX performance across multiple time periods: 1-month -1.35%, YTD 7.79%, 1-year 8.93%, 3-year 18.00%, 5-year 7.17%, 10-year 9.71%.

RBGCX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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