RRGSX Mutual Fund

NAV$98.93

Returns Overview

1 Month
-3.02%
3 Months
+16.57%
6 Months
+3.33%
YTD
+3.63%
1 Year
+13.09%
3 Years (annualized)
+18.85%
5 Years (annualized)
+8.99%
10 Years (annualized)
+18.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRGSX 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 Index(SPX)
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+8.97%
vs Peers
-5.34%

RRGSX Mutual Fund Performance

RRGSX performance across multiple time periods: 1-month -3.02%, YTD 3.63%, 1-year 13.09%, 3-year 18.85%, 5-year 8.99%, 10-year 18.64%.

RRGSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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