RSGFX Mutual Fund

NAV$11.34

Returns Overview

1 Month
+5.08%
3 Months
+24.61%
6 Months
+21.95%
YTD
+20.48%
1 Year
+65.98%
3 Years (annualized)
+25.86%
5 Years (annualized)
+8.56%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSGFX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.48%
Peer Avg (YTD)
+10.82%
vs Peers
+9.67%

RSGFX Mutual Fund Performance

RSGFX performance across multiple time periods: 1-month 5.08%, YTD 20.48%, 1-year 65.98%, 3-year 25.86%, 5-year 8.56%, 10-year 12.42%.

RSGFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

RSGFX performance comparison shows side-by-side returns with another fund. RSGFX alternatives are available in the Mutual Fund Screener.