RGWCX Mutual Fund

NAV$25.43

Returns Overview

1 Month
-3.98%
3 Months
+16.40%
6 Months
+4.84%
YTD
+4.84%
1 Year
+23.72%
3 Years (annualized)
+27.53%
5 Years (annualized)
+14.34%
10 Years (annualized)
+16.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGWCX 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)
+4.84%
Peer Avg (YTD)
+8.97%
vs Peers
-4.13%

RGWCX Mutual Fund Performance

RGWCX performance across multiple time periods: 1-month -3.98%, YTD 4.84%, 1-year 23.72%, 3-year 27.53%, 5-year 14.34%, 10-year 16.56%.

RGWCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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