RMGSX Mutual Fund

RMGSX Mutual Fund

NAV$12.77
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Returns Overview

1 Month
-0.24%
3 Months
+7.79%
6 Months
+7.70%
YTD
+7.52%
1 Year
+15.68%
3 Years (annualized)
+13.33%
5 Years (annualized)
+6.40%

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)
+7.52%
Peer Avg (YTD)
+4.14%
vs Peers
+3.38%

RMGSX Mutual Fund Performance

RMGSX performance across multiple time periods: 1-month -0.24%, YTD 7.52%, 1-year 15.68%, 3-year 13.33%, 5-year 6.40%.

RMGSX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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