RRBGX Mutual Fund

NAV$193.16
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Returns Overview

1 Month
-4.91%
3 Months
+13.13%
6 Months
+0.29%
YTD
+0.76%
1 Year
+10.23%
3 Years (annualized)
+20.81%
5 Years (annualized)
+11.75%
10 Years (annualized)
+18.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRBGX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+8.97%
vs Peers
-8.21%

RRBGX Mutual Fund Performance

RRBGX performance across multiple time periods: 1-month -4.91%, YTD 0.76%, 1-year 10.23%, 3-year 20.81%, 5-year 11.75%, 10-year 18.19%.

RRBGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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