RGGFX Mutual Fund

NAV$29.57

Returns Overview

1 Month
+0.70%
3 Months
+18.13%
6 Months
+13.52%
YTD
+12.42%
1 Year
+25.14%
3 Years (annualized)
+20.15%
5 Years (annualized)
+9.08%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+8.97%
vs Peers
+3.45%

RGGFX Mutual Fund Performance

RGGFX performance across multiple time periods: 1-month 0.70%, YTD 12.42%, 1-year 25.14%, 3-year 20.15%, 5-year 9.08%, 10-year 13.09%.

RGGFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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