RGBHX Mutual Fund

RGBHX Mutual Fund

NAV$42.23
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Returns Overview

1 Month
-2.61%
3 Months
-0.56%
6 Months
+5.58%
YTD
+5.01%
1 Year
+8.39%
3 Years (annualized)
+13.03%
5 Years (annualized)
+5.96%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBHX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+4.96%
vs Peers
+0.05%

RGBHX Mutual Fund Performance

RGBHX performance across multiple time periods: 1-month -2.61%, YTD 5.01%, 1-year 8.39%, 3-year 13.03%, 5-year 5.96%, 10-year 7.14%.

RGBHX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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