RGIYX Mutual Fund

RGIYX Mutual Fund

NAV$10.62
See how much of RGIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.09%
3 Months
-1.80%
6 Months
+5.35%
YTD
+9.46%
1 Year
+15.41%
3 Years (annualized)
+13.71%
5 Years (annualized)
+9.71%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGIYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+12.53%
vs Peers
-3.07%

RGIYX Mutual Fund Performance

RGIYX performance across multiple time periods: 1-month -0.09%, YTD 9.46%, 1-year 15.41%, 3-year 13.71%, 5-year 9.71%, 10-year 7.88%.

RGIYX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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