RGTFX Mutual Fund

RGTFX Mutual Fund

NAV$29.44
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Returns Overview

1 Month
+2.60%
3 Months
+0.24%
6 Months
+8.26%
YTD
+12.97%
1 Year
+21.17%
3 Years (annualized)
+19.66%
5 Years (annualized)
+8.15%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGTFX 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 Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+8.51%
vs Peers
+4.46%

RGTFX Mutual Fund Performance

RGTFX performance across multiple time periods: 1-month 2.60%, YTD 12.97%, 1-year 21.17%, 3-year 19.66%, 5-year 8.15%, 10-year 12.38%.

RGTFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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