RGGKX Mutual Fund

NAV$39.42

Returns Overview

1 Month
-0.61%
3 Months
+3.46%
6 Months
+5.97%
YTD
+9.41%
1 Year
+22.23%
3 Years (annualized)
+18.74%
5 Years (annualized)
+11.34%
10 Years (annualized)
+16.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGGKX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+9.13%
vs Peers
+0.28%

RGGKX Mutual Fund Performance

RGGKX performance across multiple time periods: 1-month -0.61%, YTD 9.41%, 1-year 22.23%, 3-year 18.74%, 5-year 11.34%, 10-year 16.02%.

RGGKX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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