RAGTX Mutual Fund

NAV$95.93

Returns Overview

1 Month
-0.45%
3 Months
+42.66%
6 Months
+27.22%
YTD
+26.92%
1 Year
+50.23%
3 Years (annualized)
+35.22%
5 Years (annualized)
+28.01%
10 Years (annualized)
+38.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RAGTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+26.92%
Peer Avg (YTD)
+16.06%
vs Peers
+10.85%

RAGTX Mutual Fund Performance

RAGTX performance across multiple time periods: 1-month -0.45%, YTD 26.92%, 1-year 50.23%, 3-year 35.22%, 5-year 28.01%, 10-year 38.23%.

RAGTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

RAGTX performance comparison shows side-by-side returns with another fund. RAGTX alternatives are available in the Mutual Fund Screener.