RSGRX Mutual Fund

RSGRX Mutual Fund

NAV$38.90
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Returns Overview

1 Month
+3.94%
3 Months
-3.35%
6 Months
+10.89%
YTD
+5.86%
1 Year
+13.02%
3 Years (annualized)
+21.52%
5 Years (annualized)
+10.69%
10 Years (annualized)
+15.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+8.51%
vs Peers
-2.65%

RSGRX Mutual Fund Performance

RSGRX performance across multiple time periods: 1-month 3.94%, YTD 5.86%, 1-year 13.02%, 3-year 21.52%, 5-year 10.69%, 10-year 15.23%.

RSGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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