RGVGX Mutual Fund

RGVGX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
+2.66%
3 Months
-0.12%
6 Months
-0.90%
YTD
-1.35%
1 Year
-0.44%
3 Years (annualized)
+4.96%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGVGX 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)
-1.35%
Peer Avg (YTD)
+1.93%
vs Peers
-3.28%

RGVGX Mutual Fund Performance

RGVGX performance across multiple time periods: 1-month 2.66%, YTD -1.35%, 1-year -0.44%, 3-year 4.96%, 5-year -0.13%, 10-year 1.43%.

RGVGX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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