RGGEX Mutual Fund

RGGEX Mutual Fund

NAV$28.06
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Returns Overview

1 Month
-4.24%
3 Months
-2.91%
6 Months
+0.47%
YTD
+6.78%
1 Year
+8.01%
3 Years (annualized)
+20.48%
5 Years (annualized)
+6.52%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGEX 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
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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
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+4.64%
vs Peers
+2.14%

RGGEX Mutual Fund Performance

RGGEX performance across multiple time periods: 1-month -4.24%, YTD 6.78%, 1-year 8.01%, 3-year 20.48%, 5-year 6.52%, 10-year 11.65%.

RGGEX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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