RGABX Mutual Fund

NAV$75.28

Returns Overview

1 Month
-0.63%
3 Months
+18.78%
6 Months
+8.99%
YTD
+8.42%
1 Year
+17.93%
3 Years (annualized)
+19.46%
5 Years (annualized)
+9.00%
10 Years (annualized)
+14.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGABX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+8.97%
vs Peers
-0.55%

RGABX Mutual Fund Performance

RGABX performance across multiple time periods: 1-month -0.63%, YTD 8.42%, 1-year 17.93%, 3-year 19.46%, 5-year 9.00%, 10-year 14.40%.

RGABX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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