RGISX Mutual Fund

NAV$10.70

Returns Overview

1 Month
+1.68%
3 Months
+1.21%
6 Months
+10.41%
YTD
+9.52%
1 Year
+14.95%
3 Years (annualized)
+14.81%
5 Years (annualized)
+10.15%
10 Years (annualized)
+8.12%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+11.24%
vs Peers
-1.72%

RGISX Mutual Fund Performance

RGISX performance across multiple time periods: 1-month 1.68%, YTD 9.52%, 1-year 14.95%, 3-year 14.81%, 5-year 10.15%, 10-year 8.12%.

RGISX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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