RMGSX Mutual Fund

RMGSX Mutual Fund

NAV$12.52
See how much of RMGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.04%
3 Months
-0.86%
6 Months
+6.86%
YTD
+6.59%
1 Year
+9.07%
3 Years (annualized)
+13.69%
5 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMGSX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+6.59%
Peer Avg (YTD)
+2.46%
vs Peers
+4.13%

RMGSX Mutual Fund Performance

RMGSX performance across multiple time periods: 1-month -2.04%, YTD 6.59%, 1-year 9.07%, 3-year 13.69%, 5-year 6.52%.

RMGSX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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