RGGEX Mutual Fund

RGGEX Mutual Fund

NAV$29.19
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Returns Overview

1 Month
+2.56%
3 Months
+0.20%
6 Months
+8.14%
YTD
+12.80%
1 Year
+20.95%
3 Years (annualized)
+19.42%
5 Years (annualized)
+7.95%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGEX 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
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+8.51%
vs Peers
+4.29%

RGGEX Mutual Fund Performance

RGGEX performance across multiple time periods: 1-month 2.56%, YTD 12.80%, 1-year 20.95%, 3-year 19.42%, 5-year 7.95%, 10-year 12.13%.

RGGEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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