RGFIX Mutual Fund

RGFIX Mutual Fund

NAV$6.52
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Returns Overview

1 Month
-53.91%
3 Months
-50.95%
6 Months
-49.05%
YTD
-45.95%
1 Year
-44.72%
3 Years (annualized)
-22.04%
5 Years (annualized)
-6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGFIX 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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
-45.95%
Peer Avg (YTD)
+15.52%
vs Peers
-61.47%

RGFIX Mutual Fund Performance

RGFIX performance across multiple time periods: 1-month -53.91%, YTD -45.95%, 1-year -44.72%, 3-year -22.04%, 5-year -6.79%.

RGFIX returns trail the peer average of 15.52% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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