RLBGX Mutual Fund

NAV$41.02

Returns Overview

1 Month
+0.56%
3 Months
+11.44%
6 Months
+10.24%
YTD
+9.48%
1 Year
+21.02%
3 Years (annualized)
+17.31%
5 Years (annualized)
+10.05%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RLBGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+5.87%
vs Peers
+3.62%

RLBGX Mutual Fund Performance

RLBGX performance across multiple time periods: 1-month 0.56%, YTD 9.48%, 1-year 21.02%, 3-year 17.31%, 5-year 10.05%, 10-year 10.66%.

RLBGX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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