RBGEX Mutual Fund

NAV$31.49

Returns Overview

1 Month
+0.45%
3 Months
+18.17%
6 Months
+11.42%
YTD
+10.68%
1 Year
+21.57%
3 Years (annualized)
+19.99%
5 Years (annualized)
+9.34%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBGEX 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

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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 Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+10.68%
Peer Avg (YTD)
+8.97%
vs Peers
+1.71%

RBGEX Mutual Fund Performance

RBGEX performance across multiple time periods: 1-month 0.45%, YTD 10.68%, 1-year 21.57%, 3-year 19.99%, 5-year 9.34%, 10-year 12.97%.

RBGEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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