RGCIX Mutual Fund

RGCIX Mutual Fund

NAV$10.45
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Returns Overview

1 Month
+1.53%
3 Months
+0.95%
6 Months
+9.69%
YTD
+8.90%
1 Year
+13.76%
3 Years (annualized)
+12.98%
5 Years (annualized)
+8.64%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGCIX 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 Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+11.24%
vs Peers
-2.34%

RGCIX Mutual Fund Performance

RGCIX performance across multiple time periods: 1-month 1.53%, YTD 8.90%, 1-year 13.76%, 3-year 12.98%, 5-year 8.64%, 10-year 6.85%.

RGCIX returns trail the peer average of 11.24% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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