RGAFX Mutual Fund

RGAFX Mutual Fund

NAV$88.67
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Returns Overview

1 Month
+3.83%
3 Months
-0.30%
6 Months
+11.70%
YTD
+9.23%
1 Year
+15.08%
3 Years (annualized)
+22.87%
5 Years (annualized)
+10.82%
10 Years (annualized)
+15.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGAFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+8.51%
vs Peers
+0.72%

RGAFX Mutual Fund Performance

RGAFX performance across multiple time periods: 1-month 3.83%, YTD 9.23%, 1-year 15.08%, 3-year 22.87%, 5-year 10.82%, 10-year 15.92%.

RGAFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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