RGGKX Mutual Fund

RGGKX Mutual Fund

NAV$40.22
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Returns Overview

1 Month
+2.25%
3 Months
+2.00%
6 Months
+9.02%
YTD
+13.38%
1 Year
+21.49%
3 Years (annualized)
+19.29%
5 Years (annualized)
+10.97%
10 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGKX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+10.17%
vs Peers
+3.21%

RGGKX Mutual Fund Performance

RGGKX performance across multiple time periods: 1-month 2.25%, YTD 13.38%, 1-year 21.49%, 3-year 19.29%, 5-year 10.97%, 10-year 14.20%.

RGGKX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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