RGBFX Mutual Fund

RGBFX Mutual Fund

NAV$43.20
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Returns Overview

1 Month
+0.94%
3 Months
+2.43%
6 Months
+4.47%
YTD
+6.63%
1 Year
+14.38%
3 Years (annualized)
+11.77%
5 Years (annualized)
+6.14%
10 Years (annualized)
+7.09%

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)
+6.63%
Peer Avg (YTD)
+5.54%
vs Peers
+1.09%

RGBFX Mutual Fund Performance

RGBFX performance across multiple time periods: 1-month 0.94%, YTD 6.63%, 1-year 14.38%, 3-year 11.77%, 5-year 6.14%, 10-year 7.09%.

RGBFX returns outperform the peer average of 5.54% 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.