RGGYX Mutual Fund

RGGYX Mutual Fund

NAV$31.90
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Returns Overview

1 Month
+0.32%
3 Months
+4.63%
6 Months
+8.46%
YTD
+11.22%
1 Year
+22.43%
3 Years (annualized)
+18.02%
5 Years (annualized)
+11.64%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGYX 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)
+11.22%
Peer Avg (YTD)
+9.42%
vs Peers
+1.80%

RGGYX Mutual Fund Performance

RGGYX performance across multiple time periods: 1-month 0.32%, YTD 11.22%, 1-year 22.43%, 3-year 18.02%, 5-year 11.64%, 10-year 13.87%.

RGGYX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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