RGIVX Mutual Fund

RGIVX Mutual Fund

NAV$16.32
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Returns Overview

1 Month
+5.68%
3 Months
-2.14%
6 Months
-3.73%
YTD
+10.43%
1 Year
+15.62%
3 Years (annualized)
+20.18%
5 Years (annualized)
+11.57%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGIVX 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
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+6.38%
vs Peers
+4.05%

RGIVX Mutual Fund Performance

RGIVX performance across multiple time periods: 1-month 5.68%, YTD 10.43%, 1-year 15.62%, 3-year 20.18%, 5-year 11.57%, 10-year 12.92%.

RGIVX returns outperform the peer average of 6.38% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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