RCBGX Mutual Fund

RCBGX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
+2.03%
3 Months
-0.61%
6 Months
-1.81%
YTD
-1.95%
1 Year
-1.97%
3 Years (annualized)
+5.12%
5 Years (annualized)
-1.24%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCBGX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.95%
Peer Avg (YTD)
+2.28%
vs Peers
-4.24%

RCBGX Mutual Fund Performance

RCBGX performance across multiple time periods: 1-month 2.03%, YTD -1.95%, 1-year -1.97%, 3-year 5.12%, 5-year -1.24%, 10-year 1.63%.

RCBGX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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