RGCEX Mutual Fund

NAV$18.16

Returns Overview

1 Month
+4.19%
3 Months
+22.05%
6 Months
+18.56%
YTD
+16.78%
1 Year
+26.46%
3 Years (annualized)
+19.89%
5 Years (annualized)
+10.84%
10 Years (annualized)
+17.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGCEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.78%
Peer Avg (YTD)
+8.97%
vs Peers
+7.81%

RGCEX Mutual Fund Performance

RGCEX performance across multiple time periods: 1-month 4.19%, YTD 16.78%, 1-year 26.46%, 3-year 19.89%, 5-year 10.84%, 10-year 17.20%.

RGCEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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