RGAFX Mutual Fund

RGAFX Mutual Fund

NAV$88.15
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Returns Overview

1 Month
-3.47%
3 Months
+3.19%
6 Months
+5.10%
YTD
+5.19%
1 Year
+12.79%
3 Years (annualized)
+20.63%
5 Years (annualized)
+10.78%
10 Years (annualized)
+14.78%

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)
+5.19%
Peer Avg (YTD)
+6.23%
vs Peers
-1.04%

RGAFX Mutual Fund Performance

RGAFX performance across multiple time periods: 1-month -3.47%, YTD 5.19%, 1-year 12.79%, 3-year 20.63%, 5-year 10.78%, 10-year 14.78%.

RGAFX returns trail the peer average of 6.23% 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.