RGBFX Mutual Fund

RGBFX Mutual Fund

NAV$42.35
See how much of RGBFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.58%
3 Months
-0.51%
6 Months
+5.64%
YTD
+5.10%
1 Year
+8.49%
3 Years (annualized)
+13.13%
5 Years (annualized)
+6.06%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBFX 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)
+5.10%
Peer Avg (YTD)
+4.96%
vs Peers
+0.13%

RGBFX Mutual Fund Performance

RGBFX performance across multiple time periods: 1-month -2.58%, YTD 5.10%, 1-year 8.49%, 3-year 13.13%, 5-year 6.06%, 10-year 7.24%.

RGBFX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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