RGYTX Mutual Fund

RGYTX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+0.49%
3 Months
+1.44%
6 Months
+3.18%
YTD
+5.51%
1 Year
+12.85%
3 Years (annualized)
+9.76%
5 Years (annualized)
+4.49%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RGYTX 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
FTSE US Broad Investment Grade Composite Index
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+3.39%
vs Peers
+2.12%

RGYTX Mutual Fund Performance

RGYTX performance across multiple time periods: 1-month 0.49%, YTD 5.51%, 1-year 12.85%, 3-year 9.76%, 5-year 4.49%, 10-year 5.09%.

RGYTX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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