RFGTX Mutual Fund

RFGTX Mutual Fund

NAV$24.83
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Returns Overview

1 Month
-1.07%
3 Months
+2.96%
6 Months
+5.56%
YTD
+7.51%
1 Year
+16.46%
3 Years (annualized)
+15.76%
5 Years (annualized)
+8.89%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFGTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+6.99%
vs Peers
+0.52%

RFGTX Mutual Fund Performance

RFGTX performance across multiple time periods: 1-month -1.07%, YTD 7.51%, 1-year 16.46%, 3-year 15.76%, 5-year 8.89%, 10-year 11.42%.

RFGTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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