RGQFX Mutual Fund

NAV$23.36

Returns Overview

1 Month
+0.48%
3 Months
+12.07%
6 Months
+9.51%
YTD
+8.79%
1 Year
+18.10%
3 Years (annualized)
+16.79%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGQFX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+6.73%
vs Peers
+2.07%

RGQFX Mutual Fund Performance

RGQFX performance across multiple time periods: 1-month 0.48%, YTD 8.79%, 1-year 18.10%, 3-year 16.79%, 5-year 8.47%, 10-year 10.58%.

RGQFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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