RGAGX Mutual Fund

RGAGX Mutual Fund

NAV$84.86
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Returns Overview

1 Month
-3.87%
3 Months
-0.04%
6 Months
+3.17%
YTD
+5.18%
1 Year
+4.98%
3 Years (annualized)
+24.60%
5 Years (annualized)
+8.97%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGAGX 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)
+5.18%
Peer Avg (YTD)
+5.14%
vs Peers
+0.05%

RGAGX Mutual Fund Performance

RGAGX performance across multiple time periods: 1-month -3.87%, YTD 5.18%, 1-year 4.98%, 3-year 24.60%, 5-year 8.97%, 10-year 15.58%.

RGAGX returns outperform the peer average of 5.14% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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