RGWCX Mutual Fund

RGWCX Mutual Fund

NAV$25.37
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Returns Overview

1 Month
+2.79%
3 Months
+3.24%
6 Months
+20.17%
YTD
+8.23%
1 Year
+17.46%
3 Years (annualized)
+26.42%
5 Years (annualized)
+12.96%
10 Years (annualized)
+15.93%

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+8.68%
vs Peers
-0.45%

RGWCX Mutual Fund Performance

RGWCX performance across multiple time periods: 1-month 2.79%, YTD 8.23%, 1-year 17.46%, 3-year 26.42%, 5-year 12.96%, 10-year 15.93%.

RGWCX returns trail the peer average of 8.68% 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.