RGISX Mutual Fund

RGISX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-1.57%
3 Months
-0.15%
6 Months
-3.81%
YTD
+7.55%
1 Year
+11.33%
3 Years (annualized)
+14.86%
5 Years (annualized)
+8.79%
10 Years (annualized)
+7.78%

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)
+7.55%
Peer Avg (YTD)
+9.10%
vs Peers
-1.54%

RGISX Mutual Fund Performance

RGISX performance across multiple time periods: 1-month -1.57%, YTD 7.55%, 1-year 11.33%, 3-year 14.86%, 5-year 8.79%, 10-year 7.78%.

RGISX returns trail the peer average of 9.10% 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.