RGGRX Mutual Fund

RGGRX Mutual Fund

NAV$23.25
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Returns Overview

1 Month
+0.35%
3 Months
+4.68%
6 Months
+8.48%
YTD
+11.26%
1 Year
+22.53%
3 Years (annualized)
+18.09%
5 Years (annualized)
+11.71%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGRX 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)
+11.26%
Peer Avg (YTD)
+9.42%
vs Peers
+1.83%

RGGRX Mutual Fund Performance

RGGRX performance across multiple time periods: 1-month 0.35%, YTD 11.26%, 1-year 22.53%, 3-year 18.09%, 5-year 11.71%, 10-year 13.91%.

RGGRX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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