RGBGX Mutual Fund

RGBGX Mutual Fund

NAV$41.69
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Returns Overview

1 Month
-0.19%
3 Months
-1.62%
6 Months
+0.79%
YTD
+4.94%
1 Year
+6.77%
3 Years (annualized)
+14.05%
5 Years (annualized)
+5.55%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBGX 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)
+4.94%
Peer Avg (YTD)
+5.30%
vs Peers
-0.36%

RGBGX Mutual Fund Performance

RGBGX performance across multiple time periods: 1-month -0.19%, YTD 4.94%, 1-year 6.77%, 3-year 14.05%, 5-year 5.55%, 10-year 7.15%.

RGBGX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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