RMGYX Mutual Fund

NAV$12.82

Returns Overview

1 Month
-0.23%
3 Months
+7.90%
6 Months
+7.90%
YTD
+7.63%
1 Year
+15.94%
3 Years (annualized)
+13.57%
5 Years (annualized)
+6.61%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+4.14%
vs Peers
+3.49%

RMGYX Mutual Fund Performance

RMGYX performance across multiple time periods: 1-month -0.23%, YTD 7.63%, 1-year 15.94%, 3-year 13.57%, 5-year 6.61%.

RMGYX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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