RGIVX Mutual Fund

NAV$16.54

Returns Overview

1 Month
+0.24%
3 Months
+0.96%
6 Months
+12.42%
YTD
+11.10%
1 Year
+19.00%
3 Years (annualized)
+13.47%
5 Years (annualized)
+10.11%
10 Years (annualized)
+9.48%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+10.15%
vs Peers
+0.95%

RGIVX Mutual Fund Performance

RGIVX performance across multiple time periods: 1-month 0.24%, YTD 11.10%, 1-year 19.00%, 3-year 13.47%, 5-year 10.11%, 10-year 9.48%.

RGIVX returns outperform the peer average of 10.15% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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