RGGRX Mutual Fund

RGGRX Mutual Fund

NAV$23.54
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Returns Overview

1 Month
-1.49%
3 Months
+1.13%
6 Months
+14.11%
YTD
+12.13%
1 Year
+17.04%
3 Years (annualized)
+19.96%
5 Years (annualized)
+11.59%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGRX 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)
+12.13%
Peer Avg (YTD)
+9.29%
vs Peers
+2.83%

RGGRX Mutual Fund Performance

RGGRX performance across multiple time periods: 1-month -1.49%, YTD 12.13%, 1-year 17.04%, 3-year 19.96%, 5-year 11.59%, 10-year 13.91%.

RGGRX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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