RGRPX Mutual Fund

RGRPX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+0.15%
3 Months
+1.12%
6 Months
+2.28%
YTD
+3.72%
1 Year
+9.21%
3 Years (annualized)
+8.68%
5 Years (annualized)
+3.97%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGRPX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+3.39%
vs Peers
+0.33%

RGRPX Mutual Fund Performance

RGRPX performance across multiple time periods: 1-month 0.15%, YTD 3.72%, 1-year 9.21%, 3-year 8.68%, 5-year 3.97%, 10-year 5.19%.

RGRPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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