RRGIX Mutual Fund

RRGIX Mutual Fund

NAV$8.00
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Returns Overview

1 Month
+1.33%
3 Months
+8.30%
6 Months
+10.64%
YTD
+10.50%
1 Year
+13.72%
3 Years (annualized)
+10.41%
5 Years (annualized)
+2.47%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRGIX 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
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📉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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+10.50%
Peer Avg (YTD)
+11.24%
vs Peers
-0.75%

RRGIX Mutual Fund Performance

RRGIX performance across multiple time periods: 1-month 1.33%, YTD 10.50%, 1-year 13.72%, 3-year 10.41%, 5-year 2.47%, 10-year 4.32%.

RRGIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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