RRGTX Mutual Fund

NAV$8.09

Returns Overview

1 Month
+1.24%
3 Months
+8.34%
6 Months
+10.53%
YTD
+10.38%
1 Year
+13.60%
3 Years (annualized)
+10.27%
5 Years (annualized)
+2.33%
10 Years (annualized)
+3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRGTX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+11.24%
vs Peers
-0.86%

RRGTX Mutual Fund Performance

RRGTX performance across multiple time periods: 1-month 1.24%, YTD 10.38%, 1-year 13.60%, 3-year 10.27%, 5-year 2.33%, 10-year 3.35%.

RRGTX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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