RCBGX Mutual Fund

RCBGX Mutual Fund

NAV$9.27
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.09%
3 Months
+0.94%
6 Months
+0.37%
YTD
+0.47%
1 Year
+2.91%
3 Years (annualized)
+3.96%
5 Years (annualized)
-0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBGX 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 Index
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+3.23%
vs Peers
-2.75%

RCBGX Mutual Fund Performance

RCBGX performance across multiple time periods: 1-month 0.09%, YTD 0.47%, 1-year 2.91%, 3-year 3.96%, 5-year -0.76%.

RCBGX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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