RGSVX Mutual Fund

NAV$16.58

Returns Overview

1 Month
+0.26%
3 Months
+0.98%
6 Months
+12.51%
YTD
+11.19%
1 Year
+19.21%
3 Years (annualized)
+13.61%
5 Years (annualized)
+10.22%
10 Years (annualized)
+9.60%

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
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
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+11.19%
Peer Avg (YTD)
+10.15%
vs Peers
+1.04%

RGSVX Mutual Fund Performance

RGSVX performance across multiple time periods: 1-month 0.26%, YTD 11.19%, 1-year 19.21%, 3-year 13.61%, 5-year 10.22%, 10-year 9.60%.

RGSVX returns outperform the peer average of 10.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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