RBGCX Mutual Fund

RBGCX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
+2.52%
3 Months
+1.01%
6 Months
+8.09%
YTD
+11.06%
1 Year
+17.86%
3 Years (annualized)
+16.64%
5 Years (annualized)
+7.74%
10 Years (annualized)
+9.86%

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)
+11.06%
Peer Avg (YTD)
+7.17%
vs Peers
+3.89%

RBGCX Mutual Fund Performance

RBGCX performance across multiple time periods: 1-month 2.52%, YTD 11.06%, 1-year 17.86%, 3-year 16.64%, 5-year 7.74%, 10-year 9.86%.

RBGCX returns outperform the peer average of 7.17% 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.