REBGX Mutual Fund

REBGX Mutual Fund

NAV$28.57
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Returns Overview

1 Month
-3.02%
3 Months
+3.33%
6 Months
+6.10%
YTD
+9.68%
1 Year
+20.16%
3 Years (annualized)
+16.77%
5 Years (annualized)
+7.58%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REBGX 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 Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+6.23%
vs Peers
+3.45%

REBGX Mutual Fund Performance

REBGX performance across multiple time periods: 1-month -3.02%, YTD 9.68%, 1-year 20.16%, 3-year 16.77%, 5-year 7.58%, 10-year 11.41%.

REBGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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