RGAAX Mutual Fund

RGAAX Mutual Fund

NAV$75.78
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Returns Overview

1 Month
-0.62%
3 Months
+18.79%
6 Months
+9.00%
YTD
+8.42%
1 Year
+17.94%
3 Years (annualized)
+19.43%
5 Years (annualized)
+8.99%
10 Years (annualized)
+14.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+8.97%
vs Peers
-0.56%

RGAAX Mutual Fund Performance

RGAAX performance across multiple time periods: 1-month -0.62%, YTD 8.42%, 1-year 17.94%, 3-year 19.43%, 5-year 8.99%, 10-year 14.40%.

RGAAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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