RGSVX Mutual Fund

RGSVX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-1.68%
3 Months
-1.54%
6 Months
-3.98%
YTD
+10.49%
1 Year
+17.24%
3 Years (annualized)
+14.82%
5 Years (annualized)
+8.00%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGSVX 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
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+5.42%
vs Peers
+5.07%

RGSVX Mutual Fund Performance

RGSVX performance across multiple time periods: 1-month -1.68%, YTD 10.49%, 1-year 17.24%, 3-year 14.82%, 5-year 8.00%, 10-year 8.75%.

RGSVX returns outperform the peer average of 5.42% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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