RGDTX Mutual Fund

RGDTX Mutual Fund

NAV$12.73
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Returns Overview

1 Month
-0.57%
3 Months
+12.27%
6 Months
+8.95%
YTD
+8.37%
1 Year
+21.16%
3 Years (annualized)
+17.94%
5 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGDTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Global Equity Linked Benchmark
This Mutual Fund (YTD)
+8.37%
Peer Avg (YTD)
+9.13%
vs Peers
-0.76%

RGDTX Mutual Fund Performance

RGDTX performance across multiple time periods: 1-month -0.57%, YTD 8.37%, 1-year 21.16%, 3-year 17.94%, 5-year 10.85%.

RGDTX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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