RGISX Mutual Fund

RGISX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
-0.23%
3 Months
-1.93%
6 Months
+5.17%
YTD
+9.27%
1 Year
+15.22%
3 Years (annualized)
+13.49%
5 Years (annualized)
+9.51%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGISX 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)
+9.27%
Peer Avg (YTD)
+12.53%
vs Peers
-3.26%

RGISX Mutual Fund Performance

RGISX performance across multiple time periods: 1-month -0.23%, YTD 9.27%, 1-year 15.22%, 3-year 13.49%, 5-year 9.51%, 10-year 7.70%.

RGISX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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