RBC Global Opportunities Fund (RGOIX.O)

At A Glance

You hold RGOIX.O in 0 portfolios

Net Asset Value

16.14USD

 0.02 +0.12%

09/24/2020

Category
World Equity
YTD Return (Cumulative)
 4.06%
Classification
Global Multi-Cap Growth
5 Year Return (Annualized)
 14.04%
Manager Benchmark
Lipper GL Multi-Cp Gr IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

RGOIX.O — More Risk, More Return

Roll over fund for details

RGOIX.O outperforms 72 funds in its category for 3 Year Return, which is higher than the category median.

RGOIX.O has a higher risk than 67 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare RGOIX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.37%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption Fee2.00%
 
 
Expense Ratio0.86
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$511 in fees
$20,398 before
 
$19,887 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Sep 25, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
RGOIX.O18.1180.727-0.051.010.96
Lipper GL Multi-Cp Gr IX
Lipper Classification Index
17.130.787-0.0831.0380.953
MSCI EAFE ND IX
Broad-Based Index
15.4310.1260.8871.0740.861

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