ROGSX Mutual Fund

NAV$53.34

Returns Overview

1 Month
+1.28%
3 Months
-1.03%
6 Months
+8.72%
YTD
+1.06%
1 Year
+19.62%
3 Years
+26.38%
5 Years
+13.72%
10 Years
+19.00%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ROGSX 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
S&P 500 EQUAL WEIGHTED Information Technology(^SP500EW-45:SP)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
-0.14%
vs Peers
+1.20%

ROGSX Mutual Fund Performance

ROGSX performance across multiple time periods: 1-month 1.28%, YTD 1.06%, 1-year 19.62%, 3-year 26.38%, 5-year 13.72%, 10-year 19.00%.

ROGSX returns outperform the peer average of -0.14% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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