ROGSX Mutual Fund

ROGSX Mutual Fund

NAV$62.08
See how much of ROGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.95%
3 Months
+4.03%
6 Months
+12.27%
YTD
+13.45%
1 Year
+22.06%
3 Years (annualized)
+23.97%
5 Years (annualized)
+13.84%
10 Years (annualized)
+18.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ROGSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 EQUAL WEIGHTED Information Technology(^SP500EW-45:SP)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+11.56%
vs Peers
+1.90%

ROGSX Mutual Fund Performance

ROGSX performance across multiple time periods: 1-month -2.95%, YTD 13.45%, 1-year 22.06%, 3-year 23.97%, 5-year 13.84%, 10-year 18.69%.

ROGSX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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