RGBGX Mutual Fund

RGBGX Mutual Fund

NAV$43.32
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Returns Overview

1 Month
+0.95%
3 Months
+2.44%
6 Months
+4.50%
YTD
+6.67%
1 Year
+14.43%
3 Years (annualized)
+11.84%
5 Years (annualized)
+6.19%
10 Years (annualized)
+7.14%

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
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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)
+6.67%
Peer Avg (YTD)
+5.54%
vs Peers
+1.13%

RGBGX Mutual Fund Performance

RGBGX performance across multiple time periods: 1-month 0.95%, YTD 6.67%, 1-year 14.43%, 3-year 11.84%, 5-year 6.19%, 10-year 7.14%.

RGBGX returns outperform the peer average of 5.54% 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.