RGSAX Mutual Fund

RGSAX Mutual Fund

NAV$32.74
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Returns Overview

1 Month
+4.66%
3 Months
+9.86%
6 Months
+4.21%
YTD
+3.87%
1 Year
-2.93%
3 Years (annualized)
+5.95%
5 Years (annualized)
+0.10%
10 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGSAX 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
MSCI World Small Cap Index(MSWSMI)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+9.16%
vs Peers
-5.29%

RGSAX Mutual Fund Performance

RGSAX performance across multiple time periods: 1-month 4.66%, YTD 3.87%, 1-year -2.93%, 3-year 5.95%, 5-year 0.10%, 10-year 6.91%.

RGSAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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