RRBGX Mutual Fund

RRBGX Mutual Fund

NAV$196.48
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Returns Overview

1 Month
+2.05%
3 Months
+2.91%
6 Months
+16.42%
YTD
+3.69%
1 Year
+5.20%
3 Years (annualized)
+20.24%
5 Years (annualized)
+7.48%
10 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRBGX 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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+8.68%
vs Peers
-4.99%

RRBGX Mutual Fund Performance

RRBGX performance across multiple time periods: 1-month 2.05%, YTD 3.69%, 1-year 5.20%, 3-year 20.24%, 5-year 7.48%, 10-year 15.24%.

RRBGX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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