RGTFX Mutual Fund

RGTFX Mutual Fund

NAV$29.57
See how much of RGTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.96%
3 Months
+3.55%
6 Months
+6.45%
YTD
+10.11%
1 Year
+20.95%
3 Years (annualized)
+17.52%
5 Years (annualized)
+8.29%
10 Years (annualized)
+12.13%

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
PROUpgrade to run

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)
+10.11%
Peer Avg (YTD)
+6.23%
vs Peers
+3.88%

RGTFX Mutual Fund Performance

RGTFX performance across multiple time periods: 1-month -2.96%, YTD 10.11%, 1-year 20.95%, 3-year 17.52%, 5-year 8.29%, 10-year 12.13%.

RGTFX returns outperform the peer average of 6.23% 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.