REBGX Mutual Fund

REBGX Mutual Fund

NAV$27.71
See how much of REBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.25%
3 Months
-2.98%
6 Months
+0.25%
YTD
+6.42%
1 Year
+7.54%
3 Years (annualized)
+19.95%
5 Years (annualized)
+6.04%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REBGX 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 Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+4.64%
vs Peers
+1.78%

REBGX Mutual Fund Performance

REBGX performance across multiple time periods: 1-month -4.25%, YTD 6.42%, 1-year 7.54%, 3-year 19.95%, 5-year 6.04%, 10-year 11.14%.

REBGX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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