ROGSX Mutual Fund

ROGSX Mutual Fund

NAV$60.27
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Returns Overview

1 Month
-5.45%
3 Months
-2.27%
6 Months
+1.67%
YTD
+10.88%
1 Year
+8.59%
3 Years (annualized)
+25.90%
5 Years (annualized)
+12.96%
10 Years (annualized)
+17.89%

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
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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
S&P 500 EQUAL WEIGHTED Information Technology(^SP500EW-45:SP)
This Mutual Fund (YTD)
+10.88%
Peer Avg (YTD)
+11.26%
vs Peers
-0.38%

ROGSX Mutual Fund Performance

ROGSX performance across multiple time periods: 1-month -5.45%, YTD 10.88%, 1-year 8.59%, 3-year 25.90%, 5-year 12.96%, 10-year 17.89%.

ROGSX returns trail the peer average of 11.26% 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.