RGGIX Mutual Fund

RGGIX Mutual Fund

NAV$50.74
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Returns Overview

1 Month
+0.56%
3 Months
+17.80%
6 Months
+13.36%
YTD
+12.25%
1 Year
+36.48%
3 Years (annualized)
+22.08%
5 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGIX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+12.25%
Peer Avg (YTD)
+8.97%
vs Peers
+3.28%

RGGIX Mutual Fund Performance

RGGIX performance across multiple time periods: 1-month 0.56%, YTD 12.25%, 1-year 36.48%, 3-year 22.08%, 5-year 9.16%.

RGGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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