RGCEX Mutual Fund

RGCEX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
-0.83%
3 Months
-4.24%
6 Months
+16.88%
YTD
+11.83%
1 Year
+16.50%
3 Years (annualized)
+18.43%
5 Years (annualized)
+6.67%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGCEX 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)
+11.83%
Peer Avg (YTD)
+8.68%
vs Peers
+3.15%

RGCEX Mutual Fund Performance

RGCEX performance across multiple time periods: 1-month -0.83%, YTD 11.83%, 1-year 16.50%, 3-year 18.43%, 5-year 6.67%, 10-year 12.93%.

RGCEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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