RGMFX Mutual Fund

RGMFX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
-0.19%
3 Months
-0.05%
6 Months
-0.03%
YTD
+0.27%
1 Year
+2.84%
3 Years (annualized)
+4.44%
5 Years (annualized)
+1.53%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGMFX 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
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
+0.27%
Peer Avg (YTD)
+0.12%
vs Peers
+0.15%

RGMFX Mutual Fund Performance

RGMFX performance across multiple time periods: 1-month -0.19%, YTD 0.27%, 1-year 2.84%, 3-year 4.44%, 5-year 1.53%, 10-year 1.88%.

RGMFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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