RGSCX Mutual Fund

NAV$21.46

Returns Overview

6 Months
+4.89%
YTD
+4.53%
1 Year
-1.62%
3 Years (annualized)
+5.88%
5 Years (annualized)
+6.51%
10 Years (annualized)
+14.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGSCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Small Cap Index(MSWSMI)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+9.16%
vs Peers
-4.63%

RGSCX Mutual Fund Performance

RGSCX performance across multiple time periods: YTD 4.53%, 1-year -1.62%, 3-year 5.88%, 5-year 6.51%, 10-year 14.61%.

RGSCX returns trail the peer average of 9.16% YTD. With an expense ratio of 2.38%, investors should weigh costs against performance when evaluating this mutual fund.

RGSCX performance comparison shows side-by-side returns with another fund. RGSCX alternatives are available in the Mutual Fund Screener.