RGORX Mutual Fund

RGORX Mutual Fund

NAV$23.98
See how much of RGORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.91%
3 Months
-2.16%
6 Months
-4.15%
YTD
-1.36%
1 Year
+0.09%
3 Years (annualized)
+15.51%
5 Years (annualized)
+2.78%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
-1.36%
Peer Avg (YTD)
+5.23%
vs Peers
-6.59%

RGORX Mutual Fund Performance

RGORX performance across multiple time periods: 1-month -2.91%, YTD -1.36%, 1-year 0.09%, 3-year 15.51%, 5-year 2.78%, 10-year 10.88%.

RGORX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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