RGRYX Mutual Fund

NAV$39.65

Returns Overview

1 Month
-3.85%
3 Months
+16.74%
6 Months
+5.42%
YTD
+5.45%
1 Year
+22.35%
3 Years (annualized)
+26.89%
5 Years (annualized)
+14.49%
10 Years (annualized)
+17.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGRYX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+8.97%
vs Peers
-3.52%

RGRYX Mutual Fund Performance

RGRYX performance across multiple time periods: 1-month -3.85%, YTD 5.45%, 1-year 22.35%, 3-year 26.89%, 5-year 14.49%, 10-year 17.28%.

RGRYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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