RGORX Mutual Fund

RGORX Mutual Fund

NAV$24.76
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Returns Overview

1 Month
-0.24%
3 Months
-0.20%
6 Months
+7.29%
YTD
+1.60%
1 Year
+3.56%
3 Years (annualized)
+13.82%
5 Years (annualized)
+3.43%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGORX 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
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📉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 Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+8.68%
vs Peers
-7.08%

RGORX Mutual Fund Performance

RGORX performance across multiple time periods: 1-month -0.24%, YTD 1.60%, 1-year 3.56%, 3-year 13.82%, 5-year 3.43%, 10-year 10.88%.

RGORX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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