RGIVX Mutual Fund

RGIVX Mutual Fund

NAV$15.65
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Returns Overview

1 Month
-0.12%
3 Months
-2.66%
6 Months
+6.57%
YTD
+12.29%
1 Year
+19.68%
3 Years (annualized)
+13.29%
5 Years (annualized)
+8.70%
10 Years (annualized)
+8.66%

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)
+12.29%
Peer Avg (YTD)
+8.19%
vs Peers
+4.10%

RGIVX Mutual Fund Performance

RGIVX performance across multiple time periods: 1-month -0.12%, YTD 12.29%, 1-year 19.68%, 3-year 13.29%, 5-year 8.70%, 10-year 8.66%.

RGIVX returns outperform the peer average of 8.19% 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.