RGEBX Mutual Fund

RGEBX Mutual Fund

NAV$84.07
See how much of RGEBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.78%
3 Months
-0.49%
6 Months
+11.31%
YTD
+8.71%
1 Year
+14.24%
3 Years (annualized)
+21.95%
5 Years (annualized)
+10.00%
10 Years (annualized)
+15.06%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+8.51%
vs Peers
+0.20%

RGEBX Mutual Fund Performance

RGEBX performance across multiple time periods: 1-month 3.78%, YTD 8.71%, 1-year 14.24%, 3-year 21.95%, 5-year 10.00%, 10-year 15.06%.

RGEBX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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