RGABX Mutual Fund

RGABX Mutual Fund

NAV$73.88
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Returns Overview

1 Month
-3.96%
3 Months
-0.31%
6 Months
+2.61%
YTD
+4.25%
1 Year
+3.84%
3 Years (annualized)
+23.25%
5 Years (annualized)
+7.79%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGABX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+5.23%
vs Peers
-0.98%

RGABX Mutual Fund Performance

RGABX performance across multiple time periods: 1-month -3.96%, YTD 4.25%, 1-year 3.84%, 3-year 23.25%, 5-year 7.79%, 10-year 14.32%.

RGABX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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