RLBGX Mutual Fund

RLBGX Mutual Fund

NAV$40.77
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Returns Overview

1 Month
-1.49%
3 Months
+2.49%
6 Months
+5.81%
YTD
+7.85%
1 Year
+18.09%
3 Years (annualized)
+15.92%
5 Years (annualized)
+9.47%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBGX 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)
+7.85%
Peer Avg (YTD)
+5.54%
vs Peers
+2.32%

RLBGX Mutual Fund Performance

RLBGX performance across multiple time periods: 1-month -1.49%, YTD 7.85%, 1-year 18.09%, 3-year 15.92%, 5-year 9.47%, 10-year 10.32%.

RLBGX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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