RGACX Mutual Fund

NAV$84.26

Returns Overview

1 Month
-0.59%
3 Months
+18.92%
6 Months
+9.23%
YTD
+8.66%
1 Year
+18.46%
3 Years (annualized)
+20.19%
5 Years (annualized)
+9.60%
10 Years (annualized)
+14.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGACX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+8.97%
vs Peers
-0.31%

RGACX Mutual Fund Performance

RGACX performance across multiple time periods: 1-month -0.59%, YTD 8.66%, 1-year 18.46%, 3-year 20.19%, 5-year 9.60%, 10-year 14.97%.

RGACX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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