ROGSX Mutual Fund

ROGSX Mutual Fund

NAV$65.95
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Returns Overview

1 Month
+2.49%
3 Months
+0.31%
6 Months
+27.36%
YTD
+17.27%
1 Year
+20.01%
3 Years (annualized)
+24.26%
5 Years (annualized)
+13.27%
10 Years (annualized)
+18.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROGSX 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
S&P 500 EQUAL WEIGHTED Information Technology(^SP500EW-45:SP)
This Mutual Fund (YTD)
+17.27%
Peer Avg (YTD)
+16.41%
vs Peers
+0.86%

ROGSX Mutual Fund Performance

ROGSX performance across multiple time periods: 1-month 2.49%, YTD 17.27%, 1-year 20.01%, 3-year 24.26%, 5-year 13.27%, 10-year 18.59%.

ROGSX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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