RGBCX Mutual Fund

RGBCX Mutual Fund

NAV$43.03
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Returns Overview

1 Month
+0.88%
3 Months
+2.27%
6 Months
+4.15%
YTD
+6.26%
1 Year
+13.71%
3 Years (annualized)
+11.13%
5 Years (annualized)
+5.52%
10 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBCX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+5.54%
vs Peers
+0.72%

RGBCX Mutual Fund Performance

RGBCX performance across multiple time periods: 1-month 0.88%, YTD 6.26%, 1-year 13.71%, 3-year 11.13%, 5-year 5.52%, 10-year 6.46%.

RGBCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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