RGBCX Mutual Fund

RGBCX Mutual Fund

NAV$42.21
See how much of RGBCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.62%
3 Months
-0.66%
6 Months
+5.35%
YTD
+4.65%
1 Year
+7.88%
3 Years (annualized)
+12.48%
5 Years (annualized)
+5.45%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+4.96%
vs Peers
-0.32%

RGBCX Mutual Fund Performance

RGBCX performance across multiple time periods: 1-month -2.62%, YTD 4.65%, 1-year 7.88%, 3-year 12.48%, 5-year 5.45%, 10-year 6.61%.

RGBCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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