RGEBX Mutual Fund

RGEBX Mutual Fund

NAV$80.19
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Returns Overview

1 Month
-3.94%
3 Months
-0.24%
6 Months
+2.76%
YTD
+4.50%
1 Year
+4.15%
3 Years (annualized)
+23.61%
5 Years (annualized)
+8.11%
10 Years (annualized)
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGEBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+4.64%
vs Peers
-0.14%

RGEBX Mutual Fund Performance

RGEBX performance across multiple time periods: 1-month -3.94%, YTD 4.50%, 1-year 4.15%, 3-year 23.61%, 5-year 8.11%, 10-year 14.66%.

RGEBX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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