RGNBX Mutual Fund

RGNBX Mutual Fund

NAV$22.56
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Returns Overview

1 Month
-2.12%
3 Months
-1.86%
6 Months
+9.70%
YTD
+6.29%
1 Year
+9.58%
3 Years (annualized)
+15.57%
5 Years (annualized)
+7.85%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGNBX 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 ex US Index
This Mutual Fund (YTD)
+6.29%
Peer Avg (YTD)
+6.10%
vs Peers
+0.19%

RGNBX Mutual Fund Performance

RGNBX performance across multiple time periods: 1-month -2.12%, YTD 6.29%, 1-year 9.58%, 3-year 15.57%, 5-year 7.85%, 10-year 9.75%.

RGNBX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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