RGGYX Mutual Fund

RGGYX Mutual Fund

NAV$32.12
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Returns Overview

1 Month
-1.46%
3 Months
+1.12%
6 Months
+14.09%
YTD
+12.11%
1 Year
+16.96%
3 Years (annualized)
+19.88%
5 Years (annualized)
+11.53%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGYX 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)
+12.11%
Peer Avg (YTD)
+9.29%
vs Peers
+2.81%

RGGYX Mutual Fund Performance

RGGYX performance across multiple time periods: 1-month -1.46%, YTD 12.11%, 1-year 16.96%, 3-year 19.88%, 5-year 11.53%, 10-year 13.90%.

RGGYX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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