RBEGX

Mutual fund

$22.54 +$0.02 (+0.09%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $20.20High $23.47

Has RBEGX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RBEGX returned +9.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RBEGX
+9.4%
S&P 500
+16.6%
Largest decline 
RBEGX
8.3%
S&P 500
8.9%
Risk-adjusted return 
RBEGX
0.53
S&P 500
0.97
Downside risk-adjusted return 
RBEGX
0.78
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRBEGXS&P 500
1 month -0.8% +0.6%
3 months -0.1% +3.4%
Year to date +7.0% +13.3%
1 year +9.4% +16.6%
3 years (annualized) +17.1% +23.1%

Volatility (1-year, annualized): 10.8% · Largest decline (max drawdown, since Oct 2021): 23.4%

How are your investments doing?

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