RMGSX

Mutual fund

$12.43 -$0.01 (-0.08%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $11.64High $12.84

Has RMGSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RMGSX returned +8.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RMGSX
+8.9%
S&P 500
+16.6%
Largest decline 
RMGSX
6.7%
S&P 500
8.9%
Risk-adjusted return 
RMGSX
0.61
S&P 500
0.97
Downside risk-adjusted return 
RMGSX
0.88
S&P 500
1.43

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

PeriodRMGSXS&P 500
1 month -0.7% +0.6%
3 months -0.3% +3.4%
Year to date +6.8% +13.3%
1 year +8.9% +16.6%
3 years (annualized) +14.8% +23.1%

Volatility (1-year, annualized): 8.2% · Largest decline (max drawdown, since Oct 2021): 23.2%

How are your investments doing?

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