ROGSX Mutual Fund

NAV$64.92

Returns Overview

1 Month
-2.38%
3 Months
+26.96%
6 Months
+17.16%
YTD
+16.90%
1 Year
+32.90%
3 Years (annualized)
+25.30%
5 Years (annualized)
+14.18%
10 Years (annualized)
+19.29%

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

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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
S&P 500 EQUAL WEIGHTED Information Technology(^SP500EW-45:SP)
This Mutual Fund (YTD)
+16.90%
Peer Avg (YTD)
+16.06%
vs Peers
+0.84%

ROGSX Mutual Fund Performance

ROGSX performance across multiple time periods: 1-month -2.38%, YTD 16.90%, 1-year 32.90%, 3-year 25.30%, 5-year 14.18%, 10-year 19.29%.

ROGSX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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