RRGRX Mutual Fund

NAV$8.06

Returns Overview

1 Month
+1.23%
3 Months
+8.16%
6 Months
+10.49%
YTD
+10.34%
1 Year
+13.71%
3 Years (annualized)
+10.48%
5 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRGRX 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
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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 EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+11.24%
vs Peers
-0.90%

RRGRX Mutual Fund Performance

RRGRX performance across multiple time periods: 1-month 1.23%, YTD 10.34%, 1-year 13.71%, 3-year 10.48%, 5-year 2.55%.

RRGRX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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