REBGX Mutual Fund

REBGX Mutual Fund

NAV$29.43
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Returns Overview

1 Month
+2.56%
3 Months
+0.07%
6 Months
+7.89%
YTD
+12.49%
1 Year
+20.39%
3 Years (annualized)
+18.86%
5 Years (annualized)
+7.44%
10 Years (annualized)
+11.63%

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)
+12.49%
Peer Avg (YTD)
+8.51%
vs Peers
+3.98%

REBGX Mutual Fund Performance

REBGX performance across multiple time periods: 1-month 2.56%, YTD 12.49%, 1-year 20.39%, 3-year 18.86%, 5-year 7.44%, 10-year 11.63%.

REBGX returns outperform the peer average of 8.51% 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.