RGIAX Mutual Fund

RGIAX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
-0.11%
3 Months
-1.92%
6 Months
+5.14%
YTD
+9.15%
1 Year
+14.97%
3 Years (annualized)
+13.22%
5 Years (annualized)
+9.24%
10 Years (annualized)
+7.43%

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
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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)
+9.15%
Peer Avg (YTD)
+12.53%
vs Peers
-3.38%

RGIAX Mutual Fund Performance

RGIAX performance across multiple time periods: 1-month -0.11%, YTD 9.15%, 1-year 14.97%, 3-year 13.22%, 5-year 9.24%, 10-year 7.43%.

RGIAX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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