RGVAX Mutual Fund

RGVAX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
+2.67%
3 Months
-0.30%
6 Months
-1.72%
YTD
-2.17%
1 Year
-1.80%
3 Years (annualized)
+3.87%
5 Years (annualized)
-1.18%
10 Years (annualized)
+0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGVAX 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
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🏦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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-2.17%
Peer Avg (YTD)
+1.93%
vs Peers
-4.10%

RGVAX Mutual Fund Performance

RGVAX performance across multiple time periods: 1-month 2.67%, YTD -2.17%, 1-year -1.80%, 3-year 3.87%, 5-year -1.18%, 10-year 0.34%.

RGVAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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