RRBGX Mutual Fund

RRBGX Mutual Fund

NAV$189.62
See how much of RRBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.41%
3 Months
-2.12%
6 Months
-0.14%
YTD
-1.67%
1 Year
+3.85%
3 Years (annualized)
+18.60%
5 Years (annualized)
+7.58%
10 Years (annualized)
+14.87%

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
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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
-1.67%
Peer Avg (YTD)
+6.23%
vs Peers
-7.91%

RRBGX Mutual Fund Performance

RRBGX performance across multiple time periods: 1-month -2.41%, YTD -1.67%, 1-year 3.85%, 3-year 18.60%, 5-year 7.58%, 10-year 14.87%.

RRBGX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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