RMGSX Mutual Fund

RMGSX Mutual Fund

NAV$12.41
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Returns Overview

1 Month
-0.10%
3 Months
-0.58%
6 Months
+0.70%
YTD
+6.48%
1 Year
+8.08%
3 Years (annualized)
+14.90%
5 Years (annualized)
+5.98%

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
PROUpgrade to run
🏦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)
+6.48%
Peer Avg (YTD)
+2.95%
vs Peers
+3.53%

RMGSX Mutual Fund Performance

RMGSX performance across multiple time periods: 1-month -0.10%, YTD 6.48%, 1-year 8.08%, 3-year 14.90%, 5-year 5.98%.

RMGSX returns outperform the peer average of 2.95% 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.