RGFTX Mutual Fund

NAV$10.67

Returns Overview

1 Month
+1.78%
3 Months
+1.33%
6 Months
+10.46%
YTD
+9.57%
1 Year
+15.11%
3 Years (annualized)
+14.29%
5 Years (annualized)
+9.88%

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
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
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+11.24%
vs Peers
-1.67%

RGFTX Mutual Fund Performance

RGFTX performance across multiple time periods: 1-month 1.78%, YTD 9.57%, 1-year 15.11%, 3-year 14.29%, 5-year 9.88%.

RGFTX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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