RGSFX Mutual Fund

RGSFX Mutual Fund

NAV$31.84
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Returns Overview

1 Month
-2.85%
3 Months
+3.23%
6 Months
+6.42%
YTD
+7.88%
1 Year
+17.28%
3 Years (annualized)
+18.59%
5 Years (annualized)
+9.42%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGSFX 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 Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+6.23%
vs Peers
+1.65%

RGSFX Mutual Fund Performance

RGSFX performance across multiple time periods: 1-month -2.85%, YTD 7.88%, 1-year 17.28%, 3-year 18.59%, 5-year 9.42%, 10-year 13.04%.

RGSFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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