RGMFX Mutual Fund

RGMFX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
+0.12%
3 Months
-0.03%
6 Months
-0.51%
YTD
+0.39%
1 Year
+1.77%
3 Years (annualized)
+4.41%
5 Years (annualized)
+1.58%
10 Years (annualized)
+1.93%

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)
+0.39%
Peer Avg (YTD)
+2.15%
vs Peers
-1.77%

RGMFX Mutual Fund Performance

RGMFX performance across multiple time periods: 1-month 0.12%, YTD 0.39%, 1-year 1.77%, 3-year 4.41%, 5-year 1.58%, 10-year 1.93%.

RGMFX returns trail the peer average of 2.15% 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.