RCGHX Mutual Fund

NAV$17.21

Returns Overview

6 Months
+0.41%
YTD
+0.35%
1 Year
+12.78%
3 Years (annualized)
+1.39%
5 Years (annualized)
+7.77%
10 Years (annualized)
+15.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCGHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+7.57%
vs Peers
-7.22%

RCGHX Mutual Fund Performance

RCGHX performance across multiple time periods: YTD 0.35%, 1-year 12.78%, 3-year 1.39%, 5-year 7.77%, 10-year 15.08%.

RCGHX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

RCGHX performance comparison shows side-by-side returns with another fund. RCGHX alternatives are available in the Mutual Fund Screener.