RGWBX Mutual Fund

RGWBX Mutual Fund

NAV$30.13
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Returns Overview

1 Month
+2.35%
3 Months
-0.23%
6 Months
+8.79%
YTD
+9.81%
1 Year
+16.83%
3 Years (annualized)
+18.88%
5 Years (annualized)
+8.00%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGWBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+8.51%
vs Peers
+1.30%

RGWBX Mutual Fund Performance

RGWBX performance across multiple time periods: 1-month 2.35%, YTD 9.81%, 1-year 16.83%, 3-year 18.88%, 5-year 8.00%, 10-year 12.04%.

RGWBX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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