RGORX Mutual Fund

NAV$24.28

Returns Overview

1 Month
-1.30%
3 Months
-1.54%
6 Months
-1.54%
YTD
-0.21%
1 Year
+9.95%
3 Years (annualized)
+13.55%
5 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGORX 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 Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+8.97%
vs Peers
-9.18%

RGORX Mutual Fund Performance

RGORX performance across multiple time periods: 1-month -1.30%, YTD -0.21%, 1-year 9.95%, 3-year 13.55%, 5-year 4.56%.

RGORX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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