RGSFX Mutual Fund

RGSFX Mutual Fund

NAV$32.47
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Returns Overview

1 Month
+0.50%
3 Months
+18.38%
6 Months
+11.78%
YTD
+11.05%
1 Year
+22.41%
3 Years (annualized)
+20.78%
5 Years (annualized)
+10.07%
10 Years (annualized)
+13.73%

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
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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)
+11.05%
Peer Avg (YTD)
+8.97%
vs Peers
+2.07%

RGSFX Mutual Fund Performance

RGSFX performance across multiple time periods: 1-month 0.50%, YTD 11.05%, 1-year 22.41%, 3-year 20.78%, 5-year 10.07%, 10-year 13.73%.

RGSFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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