RGBFX Mutual Fund

NAV$42.53

Returns Overview

1 Month
+0.47%
3 Months
+1.36%
6 Months
+2.83%
YTD
+4.96%
1 Year
+13.45%
3 Years (annualized)
+12.07%
5 Years (annualized)
+6.08%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBFX 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)
+4.96%
Peer Avg (YTD)
+5.87%
vs Peers
-0.91%

RGBFX Mutual Fund Performance

RGBFX performance across multiple time periods: 1-month 0.47%, YTD 4.96%, 1-year 13.45%, 3-year 12.07%, 5-year 6.08%, 10-year 7.21%.

RGBFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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