RGBEX Mutual Fund

RGBEX Mutual Fund

NAV$41.69
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Returns Overview

1 Month
-0.24%
3 Months
-1.70%
6 Months
+0.59%
YTD
+4.62%
1 Year
+6.40%
3 Years (annualized)
+13.65%
5 Years (annualized)
+5.19%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBEX 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)
+4.62%
Peer Avg (YTD)
+5.30%
vs Peers
-0.68%

RGBEX Mutual Fund Performance

RGBEX performance across multiple time periods: 1-month -0.24%, YTD 4.62%, 1-year 6.40%, 3-year 13.65%, 5-year 5.19%, 10-year 6.78%.

RGBEX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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