RGCYX Mutual Fund

NAV$8.62

Returns Overview

1 Month
+0.54%
3 Months
+2.59%
6 Months
+2.41%
YTD
+2.41%
1 Year
+6.62%
3 Years (annualized)
+7.32%
5 Years (annualized)
+2.33%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGCYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+3.23%
vs Peers
-0.82%

RGCYX Mutual Fund Performance

RGCYX performance across multiple time periods: 1-month 0.54%, YTD 2.41%, 1-year 6.62%, 3-year 7.32%, 5-year 2.33%, 10-year 3.76%.

RGCYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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