RMGYX Mutual Fund

RMGYX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
-0.13%
3 Months
-0.53%
6 Months
+0.80%
YTD
+6.61%
1 Year
+8.27%
3 Years (annualized)
+15.11%
5 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMGYX 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)
+6.61%
Peer Avg (YTD)
+2.95%
vs Peers
+3.66%

RMGYX Mutual Fund Performance

RMGYX performance across multiple time periods: 1-month -0.13%, YTD 6.61%, 1-year 8.27%, 3-year 15.11%, 5-year 6.18%.

RMGYX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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