RGORX Mutual Fund

RGORX Mutual Fund

NAV$25.22
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Returns Overview

1 Month
-0.97%
3 Months
-2.04%
6 Months
+0.86%
YTD
+0.82%
1 Year
+7.51%
3 Years (annualized)
+11.99%
5 Years (annualized)
+3.97%
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
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📉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 Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+6.23%
vs Peers
-5.41%

RGORX Mutual Fund Performance

RGORX performance across multiple time periods: 1-month -0.97%, YTD 0.82%, 1-year 7.51%, 3-year 11.99%, 5-year 3.97%, 10-year 10.88%.

RGORX returns trail the peer average of 6.23% 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.