RGVAX Mutual Fund

RGVAX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
-1.42%
3 Months
-1.42%
6 Months
-1.94%
YTD
-1.87%
1 Year
+1.05%
3 Years (annualized)
+2.40%
5 Years (annualized)
-1.27%
10 Years (annualized)
+0.69%

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)
-1.87%
Peer Avg (YTD)
+0.12%
vs Peers
-1.99%

RGVAX Mutual Fund Performance

RGVAX performance across multiple time periods: 1-month -1.42%, YTD -1.87%, 1-year 1.05%, 3-year 2.40%, 5-year -1.27%, 10-year 0.69%.

RGVAX returns trail the peer average of 0.12% 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.