RAGTX Mutual Fund

RAGTX Mutual Fund

NAV$94.33
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Returns Overview

1 Month
-5.70%
3 Months
+10.66%
6 Months
+19.84%
YTD
+19.68%
1 Year
+31.81%
3 Years (annualized)
+29.01%
5 Years (annualized)
+15.03%
10 Years (annualized)
+22.10%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+19.68%
Peer Avg (YTD)
+11.56%
vs Peers
+8.12%

RAGTX Mutual Fund Performance

RAGTX performance across multiple time periods: 1-month -5.70%, YTD 19.68%, 1-year 31.81%, 3-year 29.01%, 5-year 15.03%, 10-year 22.10%.

RAGTX returns outperform the peer average of 11.56% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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