RGWFX Mutual Fund

NAV$32.76

Returns Overview

1 Month
+0.49%
3 Months
+18.37%
6 Months
+11.79%
YTD
+11.07%
1 Year
+22.46%
3 Years (annualized)
+20.88%
5 Years (annualized)
+10.17%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGWFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+8.97%
vs Peers
+2.10%

RGWFX Mutual Fund Performance

RGWFX performance across multiple time periods: 1-month 0.49%, YTD 11.07%, 1-year 22.46%, 3-year 20.88%, 5-year 10.17%, 10-year 13.82%.

RGWFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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