RMGSX Mutual Fund

RMGSX Mutual Fund

NAV$12.74
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Returns Overview

1 Month
-0.39%
3 Months
+1.29%
6 Months
+4.64%
YTD
+7.10%
1 Year
+15.19%
3 Years (annualized)
+12.47%
5 Years (annualized)
+6.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMGSX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+3.39%
vs Peers
+3.72%

RMGSX Mutual Fund Performance

RMGSX performance across multiple time periods: 1-month -0.39%, YTD 7.10%, 1-year 15.19%, 3-year 12.47%, 5-year 6.32%.

RMGSX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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