RGWCX Mutual Fund

RGWCX Mutual Fund

NAV$25.16
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Returns Overview

1 Month
-3.35%
3 Months
+0.08%
6 Months
+2.38%
YTD
+1.32%
1 Year
+8.36%
3 Years (annualized)
+18.95%
5 Years (annualized)
+9.56%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGWCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+6.23%
vs Peers
-4.91%

RGWCX Mutual Fund Performance

RGWCX performance across multiple time periods: 1-month -3.35%, YTD 1.32%, 1-year 8.36%, 3-year 18.95%, 5-year 9.56%, 10-year 13.89%.

RGWCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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