RGFTX Mutual Fund

RGFTX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
-1.58%
3 Months
-0.04%
6 Months
-3.78%
YTD
+7.62%
1 Year
+11.48%
3 Years (annualized)
+14.97%
5 Years (annualized)
+8.90%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGFTX 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)
+7.62%
Peer Avg (YTD)
+9.10%
vs Peers
-1.47%

RGFTX Mutual Fund Performance

RGFTX performance across multiple time periods: 1-month -1.58%, YTD 7.62%, 1-year 11.48%, 3-year 14.97%, 5-year 8.90%, 10-year 7.81%.

RGFTX returns trail the peer average of 9.10% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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