RGBLX Mutual Fund

RGBLX Mutual Fund

NAV$42.24
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Returns Overview

1 Month
-2.65%
3 Months
-0.76%
6 Months
+5.13%
YTD
+4.32%
1 Year
+7.42%
3 Years (annualized)
+12.01%
5 Years (annualized)
+5.00%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGBLX 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)
+4.32%
Peer Avg (YTD)
+4.96%
vs Peers
-0.64%

RGBLX Mutual Fund Performance

RGBLX performance across multiple time periods: 1-month -2.65%, YTD 4.32%, 1-year 7.42%, 3-year 12.01%, 5-year 5.00%, 10-year 6.14%.

RGBLX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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