RGVBX Mutual Fund

RGVBX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
+0.23%
3 Months
-1.08%
6 Months
-3.02%
YTD
-1.57%
1 Year
-0.17%
3 Years (annualized)
+2.71%
5 Years (annualized)
-1.23%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGVBX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.57%
Peer Avg (YTD)
+2.15%
vs Peers
-3.73%

RGVBX Mutual Fund Performance

RGVBX performance across multiple time periods: 1-month 0.23%, YTD -1.57%, 1-year -0.17%, 3-year 2.71%, 5-year -1.23%, 10-year 0.79%.

RGVBX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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