RGIYX Mutual Fund

RGIYX Mutual Fund

NAV$10.83
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Returns Overview

1 Month
+8.13%
3 Months
-0.06%
6 Months
-1.87%
YTD
+9.39%
1 Year
+12.48%
3 Years (annualized)
+18.33%
5 Years (annualized)
+8.92%
10 Years (annualized)
+8.29%

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
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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)
+9.39%
Peer Avg (YTD)
+7.23%
vs Peers
+2.16%

RGIYX Mutual Fund Performance

RGIYX performance across multiple time periods: 1-month 8.13%, YTD 9.39%, 1-year 12.48%, 3-year 18.33%, 5-year 8.92%, 10-year 8.29%.

RGIYX returns outperform the peer average of 7.23% 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.