RGVJX Mutual Fund

RGVJX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
+0.30%
3 Months
-0.93%
6 Months
-2.61%
YTD
-1.02%
1 Year
+0.69%
3 Years (annualized)
+3.63%
5 Years (annualized)
-0.33%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGVJX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
+2.15%
vs Peers
-3.17%

RGVJX Mutual Fund Performance

RGVJX performance across multiple time periods: 1-month 0.30%, YTD -1.02%, 1-year 0.69%, 3-year 3.63%, 5-year -0.33%, 10-year 1.38%.

RGVJX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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