RGBCX Mutual Fund

NAV$42.38

Returns Overview

1 Month
+0.43%
3 Months
+1.36%
6 Months
+2.84%
YTD
+4.93%
1 Year
+12.81%
3 Years (annualized)
+11.42%
5 Years (annualized)
+5.47%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+5.87%
vs Peers
-0.94%

RGBCX Mutual Fund Performance

RGBCX performance across multiple time periods: 1-month 0.43%, YTD 4.93%, 1-year 12.81%, 3-year 11.42%, 5-year 5.47%, 10-year 6.58%.

RGBCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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