RGOIX

Mutual fund

$24.31 +$0.07 (+0.29%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $22.33High $25.40

Has RGOIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RGOIX returned +3.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RGOIX
+3.4%
S&P 500
+16.6%
Largest decline 
RGOIX
9.7%
S&P 500
8.9%
Risk-adjusted return 
RGOIX
0.03
S&P 500
0.98
Downside risk-adjusted return 
RGOIX
0.05
S&P 500
1.44

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRGOIXS&P 500
1 month -0.9% +0.6%
3 months +0.3% +3.4%
Year to date +0.8% +13.3%
1 year +3.4% +16.6%
3 years (annualized) +15.2% +23.1%

Volatility (1-year, annualized): 13.4% · Largest decline (max drawdown, since Oct 2021): 31.8%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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