RGWCX

Mutual fund

$25.43 +$0.29 (+1.15%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $20.91High $27.01

Has RGWCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RGWCX returned +6.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RGWCX
+6.8%
S&P 500
+16.6%
Largest decline 
RGWCX
16.7%
S&P 500
8.9%
Risk-adjusted return 
RGWCX
0.24
S&P 500
0.97
Downside risk-adjusted return 
RGWCX
0.34
S&P 500
1.43

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRGWCXS&P 500
1 month -1.1% +0.6%
3 months +3.0% +3.4%
Year to date +5.2% +13.3%
1 year +6.8% +16.6%
3 years (annualized) +22.8% +23.1%

Volatility (1-year, annualized): 18.3% · Largest decline (max drawdown, since Oct 2021): 42.3%

How are your investments doing?

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

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Can't connect your account? Type your holdings into the Free Portfolio Analyzer