RGGBX Mutual Fund

NAV$28.65

Returns Overview

1 Month
+0.59%
3 Months
+17.83%
6 Months
+12.92%
YTD
+11.87%
1 Year
+23.86%
3 Years (annualized)
+18.92%
5 Years (annualized)
+7.95%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+11.87%
Peer Avg (YTD)
+8.97%
vs Peers
+2.90%

RGGBX Mutual Fund Performance

RGGBX performance across multiple time periods: 1-month 0.59%, YTD 11.87%, 1-year 23.86%, 3-year 18.92%, 5-year 7.95%, 10-year 11.92%.

RGGBX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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