RGPAX Mutual Fund

RGPAX Mutual Fund

NAV$24.84
See how much of RGPAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.02%
3 Months
-2.13%
6 Months
+0.70%
YTD
+0.62%
1 Year
+7.13%
3 Years (annualized)
+11.65%
5 Years (annualized)
+3.65%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGPAX 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
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+6.23%
vs Peers
-5.61%

RGPAX Mutual Fund Performance

RGPAX performance across multiple time periods: 1-month -1.02%, YTD 0.62%, 1-year 7.13%, 3-year 11.65%, 5-year 3.65%, 10-year 10.54%.

RGPAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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