RGWBX Mutual Fund

NAV$29.76

Returns Overview

1 Month
+0.43%
3 Months
+18.10%
6 Months
+11.25%
YTD
+10.53%
1 Year
+21.21%
3 Years (annualized)
+19.63%
5 Years (annualized)
+9.03%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGWBX 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 Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+8.97%
vs Peers
+1.56%

RGWBX Mutual Fund Performance

RGWBX performance across multiple time periods: 1-month 0.43%, YTD 10.53%, 1-year 21.21%, 3-year 19.63%, 5-year 9.03%, 10-year 12.65%.

RGWBX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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