RGCAX Mutual Fund

RGCAX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
+0.52%
3 Months
+2.52%
6 Months
+2.18%
YTD
+2.18%
1 Year
+6.21%
3 Years (annualized)
+6.99%
5 Years (annualized)
+1.60%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGCAX 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
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📉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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+3.23%
vs Peers
-1.04%

RGCAX Mutual Fund Performance

RGCAX performance across multiple time periods: 1-month 0.52%, YTD 2.18%, 1-year 6.21%, 3-year 6.99%, 5-year 1.60%, 10-year 3.23%.

RGCAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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