RGWFX Mutual Fund

RGWFX Mutual Fund

NAV$32.56
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Returns Overview

1 Month
-1.04%
3 Months
-1.49%
6 Months
+16.60%
YTD
+9.41%
1 Year
+13.58%
3 Years (annualized)
+20.13%
5 Years (annualized)
+9.13%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGWFX 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
PROUpgrade to run
🏦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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+8.68%
vs Peers
+0.73%

RGWFX Mutual Fund Performance

RGWFX performance across multiple time periods: 1-month -1.04%, YTD 9.41%, 1-year 13.58%, 3-year 20.13%, 5-year 9.13%, 10-year 13.22%.

RGWFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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