RMGYX Mutual Fund

RMGYX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
-2.03%
3 Months
-0.81%
6 Months
+7.02%
YTD
+6.76%
1 Year
+9.25%
3 Years (annualized)
+13.92%
5 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMGYX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+2.46%
vs Peers
+4.30%

RMGYX Mutual Fund Performance

RMGYX performance across multiple time periods: 1-month -2.03%, YTD 6.76%, 1-year 9.25%, 3-year 13.92%, 5-year 6.75%.

RMGYX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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