RGBFX Mutual Fund

RGBFX Mutual Fund

NAV$41.70
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Returns Overview

1 Month
-0.19%
3 Months
-1.63%
6 Months
+0.76%
YTD
+4.90%
1 Year
+6.73%
3 Years (annualized)
+14.00%
5 Years (annualized)
+5.50%
10 Years (annualized)
+7.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+5.92%
vs Peers
-1.03%

RGBFX Mutual Fund Performance

RGBFX performance across multiple time periods: 1-month -0.19%, YTD 4.90%, 1-year 6.73%, 3-year 14.00%, 5-year 5.50%, 10-year 7.10%.

RGBFX returns trail the peer average of 5.92% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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