RBGEX Mutual Fund

RBGEX Mutual Fund

NAV$31.37
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Returns Overview

1 Month
-2.90%
3 Months
+3.08%
6 Months
+6.09%
YTD
+7.47%
1 Year
+16.51%
3 Years (annualized)
+17.43%
5 Years (annualized)
+8.48%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBGEX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+6.23%
vs Peers
+1.24%

RBGEX Mutual Fund Performance

RBGEX performance across multiple time periods: 1-month -2.90%, YTD 7.47%, 1-year 16.51%, 3-year 17.43%, 5-year 8.48%, 10-year 12.18%.

RBGEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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