RFGTX Mutual Fund

NAV$25.50

Returns Overview

1 Month
+0.36%
3 Months
+12.19%
6 Months
+9.38%
YTD
+8.67%
1 Year
+18.54%
3 Years (annualized)
+16.82%
5 Years (annualized)
+9.06%
10 Years (annualized)
+11.80%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+7.64%
vs Peers
+1.03%

RFGTX Mutual Fund Performance

RFGTX performance across multiple time periods: 1-month 0.36%, YTD 8.67%, 1-year 18.54%, 3-year 16.82%, 5-year 9.06%, 10-year 11.80%.

RFGTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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