RGIAX Mutual Fund

NAV$10.65

Returns Overview

1 Month
+1.59%
3 Months
+1.14%
6 Months
+10.16%
YTD
+9.27%
1 Year
+14.61%
3 Years (annualized)
+13.85%
5 Years (annualized)
+9.47%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGIAX 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)
+9.27%
Peer Avg (YTD)
+11.24%
vs Peers
-1.97%

RGIAX Mutual Fund Performance

RGIAX performance across multiple time periods: 1-month 1.59%, YTD 9.27%, 1-year 14.61%, 3-year 13.85%, 5-year 9.47%, 10-year 7.66%.

RGIAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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