RGOIX Mutual Fund

NAV$24.85

Returns Overview

1 Month
-2.02%
3 Months
+7.49%
6 Months
+2.41%
YTD
+1.77%
1 Year
+9.92%
3 Years (annualized)
+13.50%
5 Years (annualized)
+4.52%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGOIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+8.97%
vs Peers
-7.20%

RGOIX Mutual Fund Performance

RGOIX performance across multiple time periods: 1-month -2.02%, YTD 1.77%, 1-year 9.92%, 3-year 13.50%, 5-year 4.52%, 10-year 11.35%.

RGOIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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