RGEBX Mutual Fund

RGEBX Mutual Fund

NAV$84.11
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Returns Overview

1 Month
-0.61%
3 Months
+18.88%
6 Months
+9.16%
YTD
+8.58%
1 Year
+18.28%
3 Years (annualized)
+19.99%
5 Years (annualized)
+9.42%
10 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGEBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+8.97%
vs Peers
-0.39%

RGEBX Mutual Fund Performance

RGEBX performance across multiple time periods: 1-month -0.61%, YTD 8.58%, 1-year 18.28%, 3-year 19.99%, 5-year 9.42%, 10-year 14.80%.

RGEBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

RGEBX performance comparison shows side-by-side returns with another fund. RGEBX alternatives are available in the Mutual Fund Screener.