RGIYX Mutual Fund

NAV$10.72

Returns Overview

1 Month
+1.68%
3 Months
+1.25%
6 Months
+10.45%
YTD
+9.56%
1 Year
+15.15%
3 Years (annualized)
+14.33%
5 Years (annualized)
+9.96%
10 Years (annualized)
+8.11%

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

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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
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+11.24%
vs Peers
-1.68%

RGIYX Mutual Fund Performance

RGIYX performance across multiple time periods: 1-month 1.68%, YTD 9.56%, 1-year 15.15%, 3-year 14.33%, 5-year 9.96%, 10-year 8.11%.

RGIYX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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