Performance analysis of RGEF (ROCKEFELLER GLOBAL EQUITY ETF)
Annual Return
Since Oct 28, 2024, RGEF has had an average annual return of +21.90%, outperforming the benchmark SPY, which returned +17.15% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.73% | +25.37% | -1.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.16% | +0.34% | -5.84% | +10.54% | +4.38% | +1.27% | -1.10% | +13.73% | |||||
| 2025 | +5.64% | -0.52% | -2.35% | +0.19% | +5.47% | +4.51% | +1.22% | +1.56% | +3.02% | +2.82% | +0.87% | +0.72% | +25.37% |
| 2024 | -1.73% | +2.83% | -2.27% | -1.24% |
Drawdown analysis of RGEF (ROCKEFELLER GLOBAL EQUITY ETF)
The maximum drawdown for the RGEF was -16.01%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.
The current RGEF drawdown is -1.17%.
Since Oct 28, 2024 RGEF has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.01% | Feb 19, 2025 | 34 | Apr 8, 2025 | 27 | May 16, 2025 | 61 |
| -9.94% | Feb 25, 2026 | 23 | Mar 30, 2026 | 10 | Apr 14, 2026 | 33 |
| -5.01% | Jun 2, 2026 | 6 | Jun 10, 2026 | 6 | Jun 18, 2026 | 12 |
| -4.81% | Nov 12, 2025 | 6 | Nov 20, 2025 | 14 | Dec 11, 2025 | 20 |
| -3.80% | Jan 27, 2026 | 7 | Feb 5, 2026 | 13 | Feb 25, 2026 | 20 |
| -3.70% | Dec 6, 2024 | 8 | Dec 18, 2024 | 20 | Jan 21, 2025 | 28 |
| -3.43% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.94% | Jun 18, 2026 | 2 | Jun 23, 2026 | Ongoing | Ongoing | Ongoing |
| -2.88% | Nov 7, 2024 | 6 | Nov 15, 2024 | 11 | Dec 3, 2024 | 17 |
| -2.45% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |
| -2.41% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -2.27% | Oct 28, 2025 | 8 | Nov 7, 2025 | 3 | Nov 12, 2025 | 11 |
| -1.92% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.91% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.84% | Oct 29, 2024 | 4 | Nov 4, 2024 | 2 | Nov 6, 2024 | 6 |
| -1.80% | Jan 16, 2026 | 1 | Jan 20, 2026 | 3 | Jan 23, 2026 | 4 |
| -1.77% | Apr 17, 2026 | 2 | Apr 21, 2026 | 3 | Apr 24, 2026 | 5 |
| -1.60% | May 20, 2025 | 3 | May 23, 2025 | 5 | Jun 2, 2025 | 8 |
| -1.45% | Aug 13, 2025 | 6 | Aug 21, 2025 | 11 | Sep 8, 2025 | 17 |
| -1.16% | Jan 30, 2025 | 2 | Feb 3, 2025 | 3 | Feb 6, 2025 | 5 |
| -1.13% | May 6, 2026 | 1 | May 7, 2026 | 4 | May 13, 2026 | 5 |
| -1.12% | Apr 24, 2026 | 3 | Apr 29, 2026 | 1 | Apr 30, 2026 | 4 |
| -1.10% | Feb 6, 2025 | 1 | Feb 7, 2025 | 4 | Feb 13, 2025 | 5 |
| -1.04% | Jan 24, 2025 | 1 | Jan 27, 2025 | 3 | Jan 30, 2025 | 4 |
| -0.98% | Jul 3, 2025 | 2 | Jul 8, 2025 | 7 | Jul 17, 2025 | 9 |